M Holdings Securities, Inc.: SPYM position timeline

M Holdings Securities, Inc. held 35,412 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 35,412 shares

   Change vs previous 13F +1,721 shares

   0.42% of the 13F portfolio, value $3,085,000.

   13F-HR 0001569638-26-000003 filed by M Holdings Securities, Inc.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 33,691 shares

   Change vs previous 13F +4,711 shares

   0.18% of the 13F portfolio, value $2,709,000.

   13F-HR 0001569638-26-000002 filed by M Holdings Securities, Inc.
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 28,980 shares

   Change vs previous 13F +9,238 shares

   0.17% of the 13F portfolio, value $2,325,000.

   13F-HR 0001569638-26-000001 filed by M Holdings Securities, Inc.
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 19,742 shares

   Change vs previous 13F -64,069 shares

   0.33% of the 13F portfolio, value $1,547,000.

   13F-HR 0001569638-25-000007 filed by M Holdings Securities, Inc.
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 83,811 shares

   Change vs previous 13F not available

   1.04% of the 13F portfolio, value $6,085,000.

   13F-HR 0001569638-25-000006 filed by M Holdings Securities, Inc.
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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