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Disclosery

POTENTIA WEALTH: SPYM position timeline

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

POTENTIA WEALTH held 5,524 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 5,524 shares
    Change vs previous 13F -189 shares

    0.2% of the 13F portfolio, value $485,472.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 5,713 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $437,296.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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