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Disclosery

New Perspectives, Inc: SPYM position timeline

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

New Perspectives, Inc held 733,557 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 733,557 shares
    Change vs previous 13F +2,949 shares

    19.78% of the 13F portfolio, value $64,464,981.

    13F-HR 0001909565-26-000005 filed by New Perspectives, Inc
    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 730,608 shares
    Change vs previous 13F -4,611 shares

    19.37% of the 13F portfolio, value $55,920,704.

    13F-HR 0001909565-26-000004 filed by New Perspectives, Inc
    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 735,219 shares
    Change vs previous 13F +4,532 shares

    20.45% of the 13F portfolio, value $58,979,244.

    13F-HR 0001909565-26-000001 filed by New Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 730,687 shares
    Change vs previous 13F -42,854 shares

    25.62% of the 13F portfolio, value $57,242,002.

    13F-HR 0001909565-25-000006 filed by New Perspectives, Inc
    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 773,541 shares
    Change vs previous 13F -33,911 shares

    27.81% of the 13F portfolio, value $56,228,674.

    13F-HR 0001909565-25-000005 filed by New Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 807,452 shares
    Change vs previous 13F -59,472 shares

    28.33% of the 13F portfolio, value $53,098,040.

    13F-HR 0001909565-25-000004 filed by New Perspectives, Inc
    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 866,924 shares
    Change vs previous 13F -16,572 shares

    32.03% of the 13F portfolio, value $59,765,733.

    13F-HR 0001909565-25-000001 filed by New Perspectives, Inc
    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 883,496 shares
    Change vs previous 13F not available

    31.77% of the 13F portfolio, value $59,644,809.

    13F-HR 0001909565-24-000003 filed by New Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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