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Disclosery

Sanchez Wealth Management Group: SPYM position timeline

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

Sanchez Wealth Management Group held 134,586 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 134,586 shares
    Change vs previous 13F +35,356 shares

    2.07% of the 13F portfolio, value $11,827,432.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 99,230 shares
    Change vs previous 13F +20,070 shares

    1.64% of the 13F portfolio, value $7,595,067.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 79,160 shares
    Change vs previous 13F +21,086 shares

    1.36% of the 13F portfolio, value $6,350,172.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 58,074 shares
    Change vs previous 13F +20,234 shares

    1.01% of the 13F portfolio, value $4,549,551.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 37,840 shares
    Change vs previous 13F +1,046 shares

    0.66% of the 13F portfolio, value $2,750,574.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 36,794 shares
    Change vs previous 13F +4,266 shares

    0.66% of the 13F portfolio, value $2,419,577.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    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 32,528 shares
    Change vs previous 13F +832 shares

    0.61% of the 13F portfolio, value $2,242,464.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    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 31,696 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,139,818.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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