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Disclosery

Stone Summit Wealth LLC: SPYM position timeline

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

Stone Summit Wealth LLC held 162,191 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,191 shares
    Change vs previous 13F +4,127 shares

    3.62% of the 13F portfolio, value $14,253,345.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth LLC
    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 158,064 shares
    Change vs previous 13F +1,331 shares

    3.37% of the 13F portfolio, value $12,098,219.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 156,733 shares
    Change vs previous 13F +70,978 shares

    3.41% of the 13F portfolio, value $12,573,121.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth LLC
    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 85,755 shares
    Change vs previous 13F +62,500 shares

    1.91% of the 13F portfolio, value $6,718,048.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth LLC
    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 23,255 shares
    Change vs previous 13F -1,254 shares

    0.52% of the 13F portfolio, value $1,690,431.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth LLC
    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 24,509 shares
    Change vs previous 13F -1,944 shares

    0.55% of the 13F portfolio, value $1,611,704.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 26,453 shares
    Change vs previous 13F -503 shares

    0.61% of the 13F portfolio, value $1,823,694.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth LLC
    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 26,956 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,819,787.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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