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Disclosery

ODonnell Financial Services, LLC: SPYM position timeline

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

ODonnell Financial Services, LLC held 783,367 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 783,367 shares
    Change vs previous 13F +17,336 shares

    20.26% of the 13F portfolio, value $68,842,292.

    13F-HR 0001730962-26-000004 filed by ODonnell Financial Services, 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 766,031 shares
    Change vs previous 13F -892 shares

    20.18% of the 13F portfolio, value $58,577,746.

    13F-HR 0001730962-26-000002 filed by ODonnell Financial Services, 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 766,923 shares
    Change vs previous 13F +6,873 shares

    21.03% of the 13F portfolio, value $61,522,563.

    13F-HR 0001730962-26-000001 filed by ODonnell Financial Services, 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 760,050 shares
    Change vs previous 13F +33,974 shares

    21.18% of the 13F portfolio, value $59,542,317.

    13F-HR 0001730962-25-000005 filed by ODonnell Financial Services, 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 726,076 shares
    Change vs previous 13F +11,576 shares

    20.25% of the 13F portfolio, value $52,778,464.

    13F-HR 0001085146-25-004261 filed by ODonnell Financial Services, 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 714,500 shares
    Change vs previous 13F -5,983 shares

    19.39% of the 13F portfolio, value $46,985,520.

    13F-HR 0001085146-25-002589 filed by ODonnell Financial Services, 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 720,483 shares
    Change vs previous 13F -444 shares

    20.17% of the 13F portfolio, value $48,185,903.

    13F-HR 0001085146-25-000450 filed by ODonnell Financial Services, 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 720,927 shares
    Change vs previous 13F not available

    19.78% of the 13F portfolio, value $48,669,782.

    13F-HR 0001085146-24-005047 filed by ODonnell Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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