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Spectrum Planning & Advisory Services Inc.: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Planning & Advisory Services Inc. on SPYM, newest first. How the timeline and the estimate are built.

Spectrum Planning & Advisory Services Inc. held 177,442 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,442 shares
    Change vs previous 13F +102,565 shares

    6.98% of the 13F portfolio, value $15,593,579.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services Inc.
    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 74,877 shares
    Change vs previous 13F +3,098 shares

    2.84% of the 13F portfolio, value $5,731,064.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services Inc.
    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 71,779 shares
    Change vs previous 13F -1,835 shares

    2.96% of the 13F portfolio, value $5,758,103.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services Inc.
    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 73,614 shares
    Change vs previous 13F -4,756 shares

    3.26% of the 13F portfolio, value $5,766,888.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services Inc.
    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 78,370 shares
    Change vs previous 13F -142,168 shares

    3.68% of the 13F portfolio, value $5,696,703.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services Inc.
    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 220,538 shares
    Change vs previous 13F -51,649 shares

    12.07% of the 13F portfolio, value $14,502,548.

    13F-HR 0001951757-25-000398 filed by Spectrum Planning & Advisory Services Inc.
    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 272,187 shares
    Change vs previous 13F -3,057 shares

    16.28% of the 13F portfolio, value $18,764,551.

    13F-HR 0001951757-25-000096 filed by Spectrum Planning & Advisory Services Inc.
    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 275,244 shares
    Change vs previous 13F not available

    17.86% of the 13F portfolio, value $18,581,699.

    13F-HR 0001951757-24-001186 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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