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Ridgeline Wealth, LLC: SPYM position timeline

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

Ridgeline Wealth, LLC held 150,016 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,016 shares
    Change vs previous 13F +116 shares

    7.71% of the 13F portfolio, value $13,183,388.

    13F-HR 0001934226-26-000003 filed by Ridgeline Wealth, 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 149,900 shares
    Change vs previous 13F -51,428 shares

    8.22% of the 13F portfolio, value $11,473,356.

    13F-HR 0001934226-26-000002 filed by Ridgeline Wealth, 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 201,328 shares
    Change vs previous 13F -1,936 shares

    11.2% of the 13F portfolio, value $16,150,519.

    13F-HR 0001934226-26-000001 filed by Ridgeline Wealth, 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 203,264 shares
    Change vs previous 13F -1,810 shares

    11.75% of the 13F portfolio, value $15,923,689.

    13F-HR 0001934226-25-000008 filed by Ridgeline Wealth, 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 205,074 shares
    Change vs previous 13F -13,793 shares

    12.16% of the 13F portfolio, value $14,906,817.

    13F-HR 0001934226-25-000005 filed by Ridgeline Wealth, 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 218,867 shares
    Change vs previous 13F -1,225 shares

    12.24% of the 13F portfolio, value $14,392,676.

    13F-HR 0001934226-25-000003 filed by Ridgeline Wealth, 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 220,092 shares
    Change vs previous 13F not available

    12.37% of the 13F portfolio, value $15,173,138.

    13F-HR 0001934226-25-000001 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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