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Disclosery

Laurel Wealth Planning LLC: SPYM position timeline

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

Laurel Wealth Planning LLC held 5,941 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,941 shares
    Change vs previous 13F -1,623 shares

    0.23% of the 13F portfolio, value $522,096.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 7,564 shares
    Change vs previous 13F -412 shares

    0.31% of the 13F portfolio, value $578,949.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 7,976 shares
    Change vs previous 13F -5,718 shares

    0.35% of the 13F portfolio, value $639,835.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 13,694 shares
    Change vs previous 13F -4,475 shares

    0.57% of the 13F portfolio, value $1,072,788.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 18,169 shares
    Change vs previous 13F -8,980 shares

    0.75% of the 13F portfolio, value $1,320,705.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 27,149 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,785,319.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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