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LIBERTY SQUARE WEALTH PARTNERS LLC: SPYM position timeline

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

LIBERTY SQUARE WEALTH PARTNERS LLC held 715,906 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 715,906 shares
    Change vs previous 13F +46,190 shares

    14.98% of the 13F portfolio, value $62,913,838.

    13F-HR 0001951757-26-001202 filed by LIBERTY SQUARE WEALTH PARTNERS 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 669,716 shares
    Change vs previous 13F +68,621 shares

    14.3% of the 13F portfolio, value $51,260,053.

    13F-HR 0001951757-26-000787 filed by LIBERTY SQUARE WEALTH PARTNERS 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 601,095 shares
    Change vs previous 13F +140,053 shares

    13.75% of the 13F portfolio, value $48,219,809.

    13F-HR 0001951757-26-000420 filed by LIBERTY SQUARE WEALTH PARTNERS 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 461,042 shares
    Change vs previous 13F +92,450 shares

    11.15% of the 13F portfolio, value $36,118,027.

    13F-HR 0001951757-25-001294 filed by LIBERTY SQUARE WEALTH PARTNERS 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 368,592 shares
    Change vs previous 13F -564 shares

    9.26% of the 13F portfolio, value $26,792,951.

    13F-HR 0001951757-25-000994 filed by LIBERTY SQUARE WEALTH PARTNERS 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 369,156 shares
    Change vs previous 13F +4,492 shares

    9.26% of the 13F portfolio, value $24,275,672.

    13F-HR 0001951757-25-000475 filed by LIBERTY SQUARE WEALTH PARTNERS 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 364,664 shares
    Change vs previous 13F not available

    9.54% of the 13F portfolio, value $26,153,702.

    13F-HR 0001951757-25-000275 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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