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Disclosery

Shira Ridge Wealth Management: SPYM position timeline

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

Shira Ridge Wealth Management held 8,975 SPYM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,975 shares
    Change vs previous 13F -100 shares

    0.28% of the 13F portfolio, value $805,561.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,075 shares
    Change vs previous 13F +2,158 shares

    0.28% of the 13F portfolio, value $797,511.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,917 shares
    Change vs previous 13F +879 shares

    0.21% of the 13F portfolio, value $529,427.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,038 shares
    Change vs previous 13F -13 shares

    0.19% of the 13F portfolio, value $484,368.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,051 shares
    Change vs previous 13F +460 shares

    0.2% of the 13F portfolio, value $474,035.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,591 shares
    Change vs previous 13F -1,347 shares

    0.19% of the 13F portfolio, value $406,410.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,938 shares
    Change vs previous 13F -849 shares

    0.23% of the 13F portfolio, value $456,243.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,787 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $536,836.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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