Skip to content
Disclosery

Sensible Financial Planning & Management, LLC.: SPYX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sensible Financial Planning & Management, LLC. on SPYX, newest first. How the timeline and the estimate are built.

Sensible Financial Planning & Management, LLC. held 395,140 SPYX shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 395,140 shares
    Change vs previous 13F +9,583 shares

    3.94% of the 13F portfolio, value $21,673,408.

    13F-HR 0002063364-25-000274 filed by Sensible Financial Planning & 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 ended2025-06-30
    13F 385,557 shares
    Change vs previous 13F -1,298 shares

    3.73% of the 13F portfolio, value $19,636,399.

    13F-HR 0002063364-25-000195 filed by Sensible Financial Planning & 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 ended2025-03-31
    13F 386,855 shares
    Change vs previous 13F +5,148 shares

    3.53% of the 13F portfolio, value $17,698,625.

    13F-HR 0002063364-25-000045 filed by Sensible Financial Planning & 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 ended2024-12-31
    13F 381,707 shares
    Change vs previous 13F -4,294 shares

    3.81% of the 13F portfolio, value $18,379,174.

    13F-HR 0001567738-25-000002 filed by Sensible Financial Planning & 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 ended2024-09-30
    13F 386,001 shares
    Change vs previous 13F +1,461 shares

    3.6% of the 13F portfolio, value $18,239,000.

    13F-HR 0001567738-24-000011 filed by Sensible Financial Planning & 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 ended2024-06-30
    13F 384,540 shares
    Change vs previous 13F -7,697 shares

    3.71% of the 13F portfolio, value $17,150,000.

    13F-HR 0001567738-24-000007 filed by Sensible Financial Planning & 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 ended2024-03-31
    13F 392,237 shares
    Change vs previous 13F -31,770 shares

    3.71% of the 13F portfolio, value $16,788,000.

    13F-HR 0001567738-24-000005 filed by Sensible Financial Planning & 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 ended2023-12-31
    13F 424,007 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $16,456,000.

    13F-HR 0001567738-24-000002 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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