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Disclosery

Uniting Wealth Partners, LLC: SPYM position timeline

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

Uniting Wealth Partners, LLC held 77,471 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,471 shares
    Change vs previous 13F +1,162 shares

    1.38% of the 13F portfolio, value $6,808,112.

    13F-HR 0001951757-26-001135 filed by Uniting Wealth Partners, 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 76,309 shares
    Change vs previous 13F +9,358 shares

    1.24% of the 13F portfolio, value $5,840,719.

    13F-HR 0001951757-26-000696 filed by Uniting Wealth Partners, 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 66,951 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $5,370,825.

    13F-HR 0001951757-26-000429 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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