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Richard W. Paul & Associates, LLC: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard W. Paul & Associates, LLC on SPYM, newest first. How the timeline and the estimate are built.

Richard W. Paul & Associates, LLC held 19,408 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 19,408 shares
    Change vs previous 13F -260 shares

    0.52% of the 13F portfolio, value $1,705,602.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 19,668 shares
    Change vs previous 13F -108 shares

    0.51% of the 13F portfolio, value $1,505,366.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 19,776 shares
    Change vs previous 13F -2,010 shares

    0.53% of the 13F portfolio, value $1,586,443.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, 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 21,786 shares
    Change vs previous 13F -3,748 shares

    0.58% of the 13F portfolio, value $1,706,710.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, 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 25,534 shares
    Change vs previous 13F +4,432 shares

    0.67% of the 13F portfolio, value $1,856,101.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, 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 21,102 shares
    Change vs previous 13F -703 shares

    0.54% of the 13F portfolio, value $1,387,661.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, 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 21,805 shares
    Change vs previous 13F -629 shares

    0.55% of the 13F portfolio, value $1,503,264.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, LLC
    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 22,434 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,514,504.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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