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Disclosery

Schrum Private Wealth Management LLC: SPYM position timeline

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

Schrum Private Wealth Management LLC held 38,552 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,552 shares
    Change vs previous 13F -14,026 shares

    2.7% of the 13F portfolio, value $2,629,736.

    13F-HR 0001914987-26-000003 filed by Schrum Private Wealth Management 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 52,578 shares
    Change vs previous 13F +1,889 shares

    3.07% of the 13F portfolio, value $4,024,320.

    13F-HR 0001914987-26-000002 filed by Schrum Private Wealth Management 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 50,689 shares
    Change vs previous 13F +2,619 shares

    3.01% of the 13F portfolio, value $4,066,327.

    13F-HR 0001914987-26-000001 filed by Schrum Private Wealth Management 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 48,070 shares
    Change vs previous 13F -1,121 shares

    2.76% of the 13F portfolio, value $3,765,814.

    13F-HR 0001914987-25-000004 filed by Schrum Private Wealth Management 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 49,191 shares
    Change vs previous 13F +10,640 shares

    2.87% of the 13F portfolio, value $3,575,705.

    13F-HR 0001085146-25-004091 filed by Schrum Private Wealth Management 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 38,551 shares
    Change vs previous 13F +1,334 shares

    2.23% of the 13F portfolio, value $2,535,125.

    13F-HR 0001085146-25-002559 filed by Schrum Private Wealth Management 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 37,217 shares
    Change vs previous 13F -29,415 shares

    2.17% of the 13F portfolio, value $2,565,752.

    13F-HR 0001085146-25-000871 filed by Schrum Private Wealth Management LLC
    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 66,632 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $4,498,362.

    13F-HR 0001085146-24-005369 filed by Schrum Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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