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Disclosery

Parcion Private Wealth LLC: SPYM position timeline

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

Parcion Private Wealth LLC held 68,621 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,621 shares
    Change vs previous 13F +2,906 shares

    0.33% of the 13F portfolio, value $6,030,450.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth 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 65,715 shares
    Change vs previous 13F +3,844 shares

    0.31% of the 13F portfolio, value $5,029,836.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth 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 61,871 shares
    Change vs previous 13F -661 shares

    0.3% of the 13F portfolio, value $4,963,257.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth 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 62,532 shares
    Change vs previous 13F -18,989 shares

    0.31% of the 13F portfolio, value $4,898,771.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth 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 81,521 shares
    Change vs previous 13F +502 shares

    0.42% of the 13F portfolio, value $5,925,761.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth 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 81,019 shares
    Change vs previous 13F -327,266 shares

    0.43% of the 13F portfolio, value $5,327,796.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth 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 408,285 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $28,147,170.

    13F-HR 0001801263-25-000003 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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