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National Wealth Management Group, LLC: SPYM position timeline

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

National Wealth Management Group, LLC held 258,146 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,146 shares
    Change vs previous 13F +136,920 shares

    7.01% of the 13F portfolio, value $22,685,874.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 121,226 shares
    Change vs previous 13F +44,066 shares

    3.46% of the 13F portfolio, value $9,278,665.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 77,160 shares
    Change vs previous 13F +20,329 shares

    2.15% of the 13F portfolio, value $6,189,769.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 56,831 shares
    Change vs previous 13F +6,998 shares

    1.68% of the 13F portfolio, value $4,452,134.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 49,833 shares
    Change vs previous 13F +2,034 shares

    2.03% of the 13F portfolio, value $3,622,345.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 47,799 shares
    Change vs previous 13F +37,724 shares

    2.07% of the 13F portfolio, value $3,143,255.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 10,075 shares
    Change vs previous 13F +699 shares

    0.46% of the 13F portfolio, value $694,598.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 9,376 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $632,967.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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