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Disclosery

Mueller Wealth, LLC: SPYM position timeline

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

Mueller Wealth, LLC held 309,978 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 309,978 shares
    Change vs previous 13F +17,130 shares

    18.54% of the 13F portfolio, value $27,240,847.

    13F-HR 0002110608-26-000003 filed by Mueller Wealth, 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 292,848 shares
    Change vs previous 13F -162,948 shares

    17.88% of the 13F portfolio, value $22,414,590.

    13F-HR 0002110608-26-000002 filed by Mueller Wealth, 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 455,796 shares
    Change vs previous 13F not available

    30.26% of the 13F portfolio, value $36,563,967.

    13F-HR 0002110608-26-000001 filed by Mueller Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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