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MN Wealth Advisors, LLC: SPYM position timeline

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

MN Wealth Advisors, LLC held 67,588 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,588 shares
    Change vs previous 13F +16,253 shares

    2.53% of the 13F portfolio, value $5,939,677.

    13F-HR 0001992972-26-000004 filed by MN Wealth Advisors, 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 51,335 shares
    Change vs previous 13F +8,726 shares

    1.91% of the 13F portfolio, value $3,929,252.

    13F-HR 0001992972-26-000002 filed by MN Wealth Advisors, 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 42,609 shares
    Change vs previous 13F +349 shares

    1.73% of the 13F portfolio, value $3,418,134.

    13F-HR 0001992972-26-000001 filed by MN Wealth Advisors, 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 42,260 shares
    Change vs previous 13F +4,029 shares

    1.77% of the 13F portfolio, value $3,310,705.

    13F-HR 0001992972-25-000007 filed by MN Wealth Advisors, 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 38,231 shares
    Change vs previous 13F +4,506 shares

    1.62% of the 13F portfolio, value $2,779,022.

    13F-HR 0001992972-25-000005 filed by MN Wealth Advisors, 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 33,725 shares
    Change vs previous 13F +3,856 shares

    1.3% of the 13F portfolio, value $2,217,797.

    13F-HR 0001992972-25-000002 filed by MN Wealth Advisors, 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 29,869 shares
    Change vs previous 13F +1,960 shares

    1.16% of the 13F portfolio, value $2,059,218.

    13F-HR 0001992972-25-000001 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 27,909 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,884,139.

    13F-HR 0001992972-24-000004 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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