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Disclosery

Leverty Financial Group, LLC: SPYM position timeline

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

Leverty Financial Group, LLC held 5,391 SPYM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,391 shares
    Change vs previous 13F +125 shares

    0.09% of the 13F portfolio, value $483,896.

    13F-HR 0002085853-26-001117 filed by Leverty Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,266 shares
    Change vs previous 13F -444 shares

    0.09% of the 13F portfolio, value $462,776.

    13F-HR 0002085853-26-000686 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,710 shares
    Change vs previous 13F -657 shares

    0.1% of the 13F portfolio, value $437,043.

    13F-HR 0002085853-26-000307 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,367 shares
    Change vs previous 13F -3,102 shares

    0.12% of the 13F portfolio, value $510,761.

    13F-HR 0002085853-26-000020 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,469 shares
    Change vs previous 13F -1,517 shares

    0.19% of the 13F portfolio, value $741,801.

    13F-HR 0002085853-25-000022 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,986 shares
    Change vs previous 13F -59,714 shares

    0.24% of the 13F portfolio, value $798,572.

    13F-HR 0001908386-25-000004 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 70,700 shares
    Change vs previous 13F +57,578 shares

    1.9% of the 13F portfolio, value $4,649,232.

    13F-HR 0001908386-25-000003 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,122 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $904,631.

    13F-HR 0001908386-25-000002 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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