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TSA Wealth Managment LLC: SPYM position timeline

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

TSA Wealth Managment LLC held 573,623 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 573,623 shares
    Change vs previous 13F +181,074 shares

    14.26% of the 13F portfolio, value $50,409,989.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 392,549 shares
    Change vs previous 13F +67,419 shares

    9.71% of the 13F portfolio, value $30,045,700.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 325,130 shares
    Change vs previous 13F -6,978 shares

    8.64% of the 13F portfolio, value $26,081,929.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 332,108 shares
    Change vs previous 13F -3,984 shares

    8.85% of the 13F portfolio, value $26,017,341.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 336,092 shares
    Change vs previous 13F -55,164 shares

    8.92% of the 13F portfolio, value $24,430,527.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 391,256 shares
    Change vs previous 13F -33,642 shares

    10.23% of the 13F portfolio, value $25,728,995.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 424,898 shares
    Change vs previous 13F -15,150 shares

    11.92% of the 13F portfolio, value $29,292,468.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 440,048 shares
    Change vs previous 13F not available

    11.97% of the 13F portfolio, value $29,707,640.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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