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Disclosery

RATIONAL ADVISORS, INC.: SPYM position timeline

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

RATIONAL ADVISORS, INC. held 173,941 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,941 shares
    Change vs previous 13F -19,213 shares

    1.4% of the 13F portfolio, value $15,285,935.

    13F-HR 0001580642-26-004576 filed by RATIONAL 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 193,154 shares
    Change vs previous 13F +203 shares

    1.51% of the 13F portfolio, value $14,784,007.

    13F-HR 0001580642-26-003009 filed by RATIONAL 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 192,951 shares
    Change vs previous 13F -19,674 shares

    1.59% of the 13F portfolio, value $15,478,529.

    13F-HR 0001580642-26-000967 filed by RATIONAL 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 212,625 shares
    Change vs previous 13F -19,061 shares

    1.66% of the 13F portfolio, value $16,657,043.

    13F-HR 0001580642-25-007222 filed by RATIONAL 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 231,686 shares
    Change vs previous 13F -10,978 shares

    1.67% of the 13F portfolio, value $16,841,255.

    13F-HR 0001162044-25-000770 filed by RATIONAL 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 242,664 shares
    Change vs previous 13F -19,036 shares

    1.61% of the 13F portfolio, value $15,957,585.

    13F-HR 0001162044-25-000468 filed by RATIONAL 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 261,700 shares
    Change vs previous 13F -26,905 shares

    1.76% of the 13F portfolio, value $18,041,598.

    13F-HR 0001162044-25-000114 filed by RATIONAL ADVISORS, INC.
    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 288,605 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $19,483,724.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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