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PANORAMIC INVESTMENT ADVISORS, LLC: SPYM position timeline

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

PANORAMIC INVESTMENT ADVISORS, LLC held 332,122 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 332,122 shares
    Change vs previous 13F +3,351 shares

    13.96% of the 13F portfolio, value $29,186,855.

    13F-HR 0001986152-26-000131 filed by PANORAMIC INVESTMENT ADVISORS, 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/A 328,771 shares
    Change vs previous 13F +6,520 shares

    13.61% of the 13F portfolio, value $25,164,111.

    13F-HR/A 0001986152-26-000085 filed by PANORAMIC INVESTMENT ADVISORS, 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 322,251 shares
    Change vs previous 13F -4,062 shares

    14.05% of the 13F portfolio, value $25,850,949.

    13F-HR 0001986152-26-000012 filed by PANORAMIC INVESTMENT ADVISORS, 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 326,313 shares
    Change vs previous 13F +7,622 shares

    14.38% of the 13F portfolio, value $25,563,363.

    13F-HR 0001967332-25-000003 filed by PANORAMIC INVESTMENT ADVISORS, 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 318,691 shares
    Change vs previous 13F +36,137 shares

    14.22% of the 13F portfolio, value $23,165,642.

    13F-HR 0001986152-25-000057 filed by PANORAMIC INVESTMENT ADVISORS, 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 282,554 shares
    Change vs previous 13F +3,299 shares

    12.55% of the 13F portfolio, value $18,580,730.

    13F-HR 0001986152-25-000041 filed by PANORAMIC INVESTMENT ADVISORS, 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 279,255 shares
    Change vs previous 13F +25,660 shares

    12.54% of the 13F portfolio, value $19,251,869.

    13F-HR 0001986152-25-000003 filed by PANORAMIC INVESTMENT ADVISORS, 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 253,595 shares
    Change vs previous 13F not available

    11.83% of the 13F portfolio, value $17,120,199.

    13F-HR 0001986152-24-000049 filed by PANORAMIC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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