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Klaas Financial Asset Advisors, LLC: SPYM position timeline

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

Klaas Financial Asset Advisors, LLC held 2,560,881 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,560,881 shares
    Change vs previous 13F +86,299 shares

    28.04% of the 13F portfolio, value $225,050,183.

    13F-HR 0001819279-26-000005 filed by Klaas Financial Asset Advisors, 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 2,474,582 shares
    Change vs previous 13F +2,467,754 shares

    26.15% of the 13F portfolio, value $189,404,506.

    13F-HR 0001819279-26-000004 filed by Klaas Financial Asset Advisors, 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 6,828 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $547,742.

    13F-HR 0001819279-26-000001 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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