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Disclosery

tru Independence LLC: SPYM position timeline

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

tru Independence LLC held 16,834 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,834 shares
    Change vs previous 13F -166 shares

    0.65% of the 13F portfolio, value $1,479,402.

    13F-HR 0001785445-26-000003 filed by tru Independence 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 17,000 shares
    Change vs previous 13F +2,249 shares

    0.64% of the 13F portfolio, value $1,301,159.

    13F-HR 0001785445-26-000002 filed by tru Independence 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 14,751 shares
    Change vs previous 13F -874 shares

    0.3% of the 13F portfolio, value $1,183,335.

    13F-HR 0001785445-26-000001 filed by tru Independence 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 15,625 shares
    Change vs previous 13F +3,123 shares

    0.32% of the 13F portfolio, value $1,224,056.

    13F-HR 0001785445-25-000011 filed by tru Independence 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 12,502 shares
    Change vs previous 13F +2,664 shares

    0.26% of the 13F portfolio, value $908,780.

    13F-HR 0001785445-25-000009 filed by tru Independence 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 9,838 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $646,977.

    13F-HR 0001785445-25-000005 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

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