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Disclosery

Steele Capital Management, Inc.: SPYM position timeline

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

Steele Capital Management, Inc. held 311,237 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 311,237 shares
    Change vs previous 13F -2,284 shares

    1.01% of the 13F portfolio, value $27,351,512.

    13F-HR 0001646695-26-000003 filed by Steele Capital Management, 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 313,521 shares
    Change vs previous 13F +1,962 shares

    0.99% of the 13F portfolio, value $23,996,893.

    13F-HR 0001646695-26-000002 filed by Steele Capital Management, 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 311,559 shares
    Change vs previous 13F -2,472 shares

    1.07% of the 13F portfolio, value $24,993,270.

    13F-HR 0001646695-26-000001 filed by Steele Capital Management, 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 314,031 shares
    Change vs previous 13F -12,391 shares

    1.09% of the 13F portfolio, value $24,601,160.

    13F-HR 0001646695-25-000005 filed by Steele Capital Management, 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 326,422 shares
    Change vs previous 13F +8,247 shares

    1.14% of the 13F portfolio, value $23,727,596.

    13F-HR 0001646695-25-000004 filed by Steele Capital Management, 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 318,175 shares
    Change vs previous 13F -2,005 shares

    1.09% of the 13F portfolio, value $20,923,182.

    13F-HR 0001646695-25-000003 filed by Steele Capital Management, 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 320,180 shares
    Change vs previous 13F -1,708 shares

    1.15% of the 13F portfolio, value $22,073,206.

    13F-HR 0001646695-25-000001 filed by Steele Capital Management, 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 321,888 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $21,730,655.

    13F-HR 0001646695-24-000008 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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