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Successful Portfolios LLC: SPYM position timeline

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

Successful Portfolios LLC held 4,159 SPYM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,159 shares
    Change vs previous 13F +70 shares

    0.17% of the 13F portfolio, value $379,282.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,089 shares
    Change vs previous 13F -100 shares

    0.17% of the 13F portfolio, value $362,702.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,189 shares
    Change vs previous 13F +256 shares

    0.17% of the 13F portfolio, value $317,117.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,933 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $321,193.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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