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Disclosery

Intrua Financial, LLC: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intrua Financial, LLC on SPYM, newest first. How the timeline and the estimate are built.

Intrua Financial, LLC held 961,927 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 961,927 shares
    Change vs previous 13F -7,635 shares

    8% of the 13F portfolio, value $84,534,173.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 969,562 shares
    Change vs previous 13F -13,743 shares

    7.93% of the 13F portfolio, value $74,210,306.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 983,305 shares
    Change vs previous 13F +63,766 shares

    8.65% of the 13F portfolio, value $78,880,729.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 919,539 shares
    Change vs previous 13F +19,775 shares

    8.43% of the 13F portfolio, value $72,036,623.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 899,764 shares
    Change vs previous 13F -133,159 shares

    9.4% of the 13F portfolio, value $65,403,825.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,032,923 shares
    Change vs previous 13F +39,821 shares

    10.63% of the 13F portfolio, value $67,925,040.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 993,102 shares
    Change vs previous 13F -40,033 shares

    11.12% of the 13F portfolio, value $68,464,457.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,033,135 shares
    Change vs previous 13F not available

    11.34% of the 13F portfolio, value $69,746,934.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).