ORBA Wealth Advisors, L.L.C.: SPYM position timeline

ORBA Wealth Advisors, L.L.C. held 2,495 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,495 shares

   Change vs previous 13F +2,495 shares

   0.19% of the 13F portfolio, value $219,288.

   13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -8,235 shares

   13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 8,235 shares

   Change vs previous 13F -25 shares

   0.27% of the 13F portfolio, value $541,534.

   13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 8,260 shares

   Change vs previous 13F +135 shares

   0.3% of the 13F portfolio, value $569,445.

   13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 8,125 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $548,519.

   13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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