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Richmond Investment Services, LLC: SPYM position timeline

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

Richmond Investment Services, LLC held 246,875 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 246,875 shares
    Change vs previous 13F -222,837 shares

    6.86% of the 13F portfolio, value $21,695,346.

    13F-HR 0002085853-26-000873 filed by Richmond Investment Services, 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 469,712 shares
    Change vs previous 13F +18,581 shares

    5.81% of the 13F portfolio, value $35,952,033.

    13F-HR 0002085853-26-000531 filed by Richmond Investment Services, 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 451,131 shares
    Change vs previous 13F +35,386 shares

    6.26% of the 13F portfolio, value $36,189,216.

    13F-HR 0002085853-26-000262 filed by Richmond Investment Services, 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 415,745 shares
    Change vs previous 13F +108,421 shares

    6.06% of the 13F portfolio, value $32,569,479.

    13F-HR 0002085853-25-000267 filed by Richmond Investment Services, 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 307,324 shares
    Change vs previous 13F +261,188 shares

    4.72% of the 13F portfolio, value $22,339,597.

    13F-HR 0001667731-25-001095 filed by Richmond Investment Services, 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 46,136 shares
    Change vs previous 13F +27,742 shares

    1.65% of the 13F portfolio, value $3,033,931.

    13F-HR 0001667731-25-000637 filed by Richmond Investment Services, 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 18,394 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,268,097.

    13F-HR 0001667731-25-000282 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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