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Disclosery

Portland Financial Advisors Inc: SPYM position timeline

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

Portland Financial Advisors Inc held 6,971 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,971 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $612,611.

    13F-HR 0002054942-26-000003 filed by Portland Financial Advisors Inc
    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 6,971 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $533,560.

    13F-HR 0002054942-26-000002 filed by Portland Financial Advisors Inc
    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 6,971 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $559,214.

    13F-HR 0002054942-26-000001 filed by Portland Financial Advisors Inc
    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 6,971 shares
    Change vs previous 13F -230 shares

    1.16% of the 13F portfolio, value $546,108.

    13F-HR 0002054942-25-000006 filed by Portland Financial Advisors Inc
    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 7,201 shares
    Change vs previous 13F +510 shares

    1.26% of the 13F portfolio, value $523,441.

    13F-HR 0002054942-25-000003 filed by Portland Financial Advisors Inc
    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 6,691 shares
    Change vs previous 13F +359 shares

    1.13% of the 13F portfolio, value $440,000.

    13F-HR 0002054942-25-000002 filed by Portland Financial Advisors Inc
    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 6,332 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $436,528.

    13F-HR 0002054942-25-000001 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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