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Ritter Daniher Financial Advisory LLC / DE: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ritter Daniher Financial Advisory LLC / DE on SPYM, newest first. How the timeline and the estimate are built.

Ritter Daniher Financial Advisory LLC / DE held 35,980 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,980 shares
    Change vs previous 13F +18,770 shares

    0.48% of the 13F portfolio, value $3,161,953.

    13F-HR 0001936603-26-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 17,210 shares
    Change vs previous 13F +14,813 shares

    0.22% of the 13F portfolio, value $1,317,267.

    13F-HR 0001936603-26-000002 filed by Ritter Daniher Financial Advisory LLC / DE
    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 2,397 shares
    Change vs previous 13F +643 shares

    0.03% of the 13F portfolio, value $192,290.

    13F-HR 0001936603-26-000001 filed by Ritter Daniher Financial Advisory LLC / DE
    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 1,754 shares
    Change vs previous 13F +1,689 shares

    0.02% of the 13F portfolio, value $137,410.

    13F-HR 0001936603-25-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 65 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,725.

    13F-HR 0001855205-25-000038 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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