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Disclosery

MRWM Advisors, LLC: SPY position timeline

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

MRWM Advisors, LLC held 11,118 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,118 shares
    Change vs previous 13F +258 shares

    3.41% of the 13F portfolio, value $8,302,589.

    13F-HR 0001754960-26-000660 filed by MRWM 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 10,860 shares
    Change vs previous 13F -3,976 shares

    3.83% of the 13F portfolio, value $7,062,692.

    13F-HR 0001754960-26-000284 filed by MRWM 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 14,836 shares
    Change vs previous 13F -314 shares

    5.43% of the 13F portfolio, value $10,116,965.

    13F-HR 0001754960-26-000115 filed by MRWM 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 15,150 shares
    Change vs previous 13F -140 shares

    5.75% of the 13F portfolio, value $10,092,627.

    13F-HR 0001754960-25-000717 filed by MRWM 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 15,290 shares
    Change vs previous 13F -417 shares

    5.91% of the 13F portfolio, value $9,446,927.

    13F-HR 0001754960-25-000620 filed by MRWM 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 15,707 shares
    Change vs previous 13F -315 shares

    6.11% of the 13F portfolio, value $8,786,339.

    13F-HR 0001754960-25-000621 filed by MRWM 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 16,022 shares
    Change vs previous 13F not available

    7.35% of the 13F portfolio, value $9,390,174.

    13F-HR 0001754960-25-000622 filed by MRWM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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