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StoneCrest Wealth Management, Inc.: SPYM position timeline

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

StoneCrest Wealth Management, Inc. held 117,314 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,314 shares
    Change vs previous 13F -10,649 shares

    3.29% of the 13F portfolio, value $10,309,554.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth 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 127,963 shares
    Change vs previous 13F +321 shares

    4.14% of the 13F portfolio, value $9,794,288.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth 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 127,642 shares
    Change vs previous 13F +8,486 shares

    4.13% of the 13F portfolio, value $10,239,441.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth 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 119,156 shares
    Change vs previous 13F +1,362 shares

    4.09% of the 13F portfolio, value $9,334,681.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth 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 117,794 shares
    Change vs previous 13F +3,929 shares

    4.08% of the 13F portfolio, value $8,562,446.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth 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 113,865 shares
    Change vs previous 13F +1,640 shares

    4.76% of the 13F portfolio, value $7,487,762.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth 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 112,225 shares
    Change vs previous 13F +4,076 shares

    5.05% of the 13F portfolio, value $7,736,791.

    13F-HR 0001951757-25-000029 filed by StoneCrest Wealth 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 108,149 shares
    Change vs previous 13F not available

    5.31% of the 13F portfolio, value $7,301,139.

    13F-HR 0001951757-24-000998 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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