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MOULTON WEALTH MANAGEMENT, INC: SPYM position timeline

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

MOULTON WEALTH MANAGEMENT, INC held 177,700 SPYM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 177,700 shares
    Change vs previous 13F -30,215 shares

    10.82% of the 13F portfolio, value $15,978,759.

    13F-HR 0001754960-26-000838 filed by MOULTON WEALTH MANAGEMENT, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 207,915 shares
    Change vs previous 13F +116,449 shares

    12.03% of the 13F portfolio, value $18,296,239.

    13F-HR 0001754960-26-000394 filed by MOULTON WEALTH MANAGEMENT, INC
    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 91,466 shares
    Change vs previous 13F +91,466 shares

    4.8% of the 13F portfolio, value $7,043,827.

    13F-HR 0001754960-26-000211 filed by MOULTON WEALTH MANAGEMENT, INC
    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 0 shares
    Change vs previous 13F -165,096 shares

    13F-HR 0001754960-26-000038 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-09-30
    13F 165,096 shares
    Change vs previous 13F -20,947 shares

    9.41% of the 13F portfolio, value $12,933,629.

    13F-HR 0001754960-25-000644 filed by MOULTON WEALTH MANAGEMENT, INC
    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 186,043 shares
    Change vs previous 13F not available

    10.35% of the 13F portfolio, value $13,687,180.

    13F-HR 0001754960-25-000323 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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