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Disclosery

Schwallier Wealth Management LLC: SPYM position timeline

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

Schwallier Wealth Management LLC held 125,145 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,145 shares
    Change vs previous 13F +99,837 shares

    6.95% of the 13F portfolio, value $10,997,726.

    13F-HR 0001934951-26-000003 filed by Schwallier 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 25,308 shares
    Change vs previous 13F -242 shares

    1.42% of the 13F portfolio, value $1,937,065.

    13F-HR 0001934951-26-000002 filed by Schwallier 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 25,550 shares
    Change vs previous 13F -4,340 shares

    1.33% of the 13F portfolio, value $2,079,802.

    13F-HR 0001934951-26-000001 filed by Schwallier 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 29,890 shares
    Change vs previous 13F +2,500 shares

    1.46% of the 13F portfolio, value $2,341,550.

    13F-HR 0001934951-25-000004 filed by Schwallier 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 27,390 shares
    Change vs previous 13F +1,229 shares

    1.22% of the 13F portfolio, value $1,990,954.

    13F-HR 0001934951-25-000001 filed by Schwallier 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 26,161 shares
    Change vs previous 13F -104 shares

    1.27% of the 13F portfolio, value $1,720,373.

    13F-HR 0001934951-25-000002 filed by Schwallier 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 26,265 shares
    Change vs previous 13F -1,331 shares

    1.38% of the 13F portfolio, value $1,810,736.

    13F-HR 0001807270-25-000002 filed by Schwallier 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 27,596 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,863,036.

    13F-HR 0001934951-24-000009 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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