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Disclosery

NorthRock Partners, LLC: SPYM position timeline

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

NorthRock Partners, LLC held 4,629,596 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,629,596 shares
    Change vs previous 13F +465,087 shares

    5.91% of the 13F portfolio, value $406,848,860.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 4,164,509 shares
    Change vs previous 13F +355,073 shares

    5.14% of the 13F portfolio, value $318,751,555.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 3,809,436 shares
    Change vs previous 13F +111,691 shares

    5.16% of the 13F portfolio, value $305,593,014.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 3,697,745 shares
    Change vs previous 13F +65,381 shares

    5.24% of the 13F portfolio, value $289,681,332.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 3,632,364 shares
    Change vs previous 13F +236,759 shares

    6.88% of the 13F portfolio, value $264,043,532.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 3,395,605 shares
    Change vs previous 13F +176,332 shares

    7.5% of the 13F portfolio, value $223,299,415.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 3,219,273 shares
    Change vs previous 13F +3,216,429 shares

    7.24% of the 13F portfolio, value $221,936,676.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 2,844 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $191,998.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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