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Disclosery

Targeted Financial Services LLC: SPYM position timeline

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

Targeted Financial Services LLC held 9,376 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,376 shares
    Change vs previous 13F -218 shares

    0.61% of the 13F portfolio, value $823,963.

    13F-HR 0002085853-26-000753 filed by Targeted Financial Services 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 9,594 shares
    Change vs previous 13F +3,717 shares

    0.6% of the 13F portfolio, value $734,327.

    13F-HR 0002085853-26-000378 filed by Targeted Financial Services 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 5,877 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $471,453.

    13F-HR 0002085853-26-000293 filed by Targeted Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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