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Disclosery

Souders Financial Advisors: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Souders Financial Advisors on SPYM, newest first. How the timeline and the estimate are built.

Souders Financial Advisors held 258,192 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,192 shares
    Change vs previous 13F +239,933 shares

    2.28% of the 13F portfolio, value $22,689,940.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 18,259 shares
    Change vs previous 13F +7,931 shares

    0.16% of the 13F portfolio, value $1,397,578.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 10,328 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $828,539.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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