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PENOBSCOT WEALTH MANAGEMENT: SPYM position timeline

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

PENOBSCOT WEALTH MANAGEMENT held 784,975 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 784,975 shares
    Change vs previous 13F -8,829 shares

    18.45% of the 13F portfolio, value $68,983,564.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH MANAGEMENT
    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 793,804 shares
    Change vs previous 13F +14,818 shares

    17.96% of the 13F portfolio, value $60,757,790.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH MANAGEMENT
    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 778,986 shares
    Change vs previous 13F +17,118 shares

    19.31% of the 13F portfolio, value $62,490,241.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH MANAGEMENT
    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 761,868 shares
    Change vs previous 13F +9,280 shares

    19.16% of the 13F portfolio, value $59,684,775.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH MANAGEMENT
    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 752,588 shares
    Change vs previous 13F +59,216 shares

    19.58% of the 13F portfolio, value $54,705,616.

    13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH MANAGEMENT
    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 693,372 shares
    Change vs previous 13F +71,860 shares

    19.18% of the 13F portfolio, value $45,596,156.

    13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH MANAGEMENT
    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 621,512 shares
    Change vs previous 13F +20,828 shares

    19.75% of the 13F portfolio, value $42,847,000.

    13F-HR 0001875768-25-000002 filed by PENOBSCOT WEALTH MANAGEMENT
    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 600,684 shares
    Change vs previous 13F not available

    21.9% of the 13F portfolio, value $40,552,000.

    13F-HR 0001875768-24-000013 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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