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Ridgeline Wealth Planning, LLC: SPYM position timeline

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

Ridgeline Wealth Planning, LLC held 478,689 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 478,689 shares
    Change vs previous 13F +30,143 shares

    26.66% of the 13F portfolio, value $42,067,167.

    13F-HR 0002085853-26-000854 filed by Ridgeline Wealth Planning, 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 448,546 shares
    Change vs previous 13F +517 shares

    25.07% of the 13F portfolio, value $34,331,694.

    13F-HR 0002085853-26-000568 filed by Ridgeline Wealth Planning, 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 448,029 shares
    Change vs previous 13F +4,556 shares

    25.65% of the 13F portfolio, value $35,940,850.

    13F-HR 0002085853-26-000183 filed by Ridgeline Wealth Planning, 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 443,473 shares
    Change vs previous 13F -14,117 shares

    26.09% of the 13F portfolio, value $34,741,640.

    13F-HR 0002085853-25-000186 filed by Ridgeline Wealth Planning, 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 457,590 shares
    Change vs previous 13F +38,004 shares

    27.38% of the 13F portfolio, value $33,262,207.

    13F-HR 0001667731-25-000940 filed by Ridgeline Wealth Planning, 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 419,586 shares
    Change vs previous 13F +10,715 shares

    27.12% of the 13F portfolio, value $27,591,976.

    13F-HR 0001667731-25-000553 filed by Ridgeline Wealth Planning, 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 408,871 shares
    Change vs previous 13F not available

    26.98% of the 13F portfolio, value $28,187,547.

    13F-HR 0001667731-25-000153 filed by Ridgeline Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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