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Disclosery

McMill Wealth Management: SPYM position timeline

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

McMill Wealth Management held 9,521 SPYM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 9,521 shares
    Change vs previous 13F -44 shares

    0.25% of the 13F portfolio, value $1,038,836.

    13F-HR/A 0002056447-26-000004 filed by McMill Wealth Management
    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 9,565 shares
    Change vs previous 13F -294,563 shares

    0.24% of the 13F portfolio, value $904,658.

    13F-HR 0002056447-26-000002 filed by McMill Wealth Management
    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 304,128 shares
    Change vs previous 13F -1,746 shares

    6.86% of the 13F portfolio, value $24,397,171.

    13F-HR 0002056447-26-000001 filed by McMill Wealth Management
    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 305,874 shares
    Change vs previous 13F -7,123 shares

    6.83% of the 13F portfolio, value $23,962,190.

    13F-HR 0002056447-25-000007 filed by McMill Wealth Management
    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 312,997 shares
    Change vs previous 13F -3,466 shares

    7.52% of the 13F portfolio, value $22,693,865.

    13F-HR 0002056447-25-000005 filed by McMill Wealth Management
    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 316,463 shares
    Change vs previous 13F +16,629 shares

    7.5% of the 13F portfolio, value $20,810,619.

    13F-HR 0002056447-25-000003 filed by McMill Wealth Management
    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 299,834 shares
    Change vs previous 13F not available

    8.37% of the 13F portfolio, value $20,670,564.

    13F-HR 0002056447-25-000001 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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