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Valtinson Bruner Financial Planning LLC: SPYM position timeline

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

Valtinson Bruner Financial Planning LLC held 231,448 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 231,448 shares
    Change vs previous 13F +12,589 shares

    5.1% of the 13F portfolio, value $20,339,642.

    13F-HR 0001761450-26-000004 filed by Valtinson Bruner Financial Planning 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 218,859 shares
    Change vs previous 13F +1,043 shares

    4.6% of the 13F portfolio, value $16,751,430.

    13F-HR 0001761450-26-000002 filed by Valtinson Bruner Financial Planning 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 217,816 shares
    Change vs previous 13F +681 shares

    5.03% of the 13F portfolio, value $17,473,208.

    13F-HR 0001761450-26-000001 filed by Valtinson Bruner Financial Planning 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 217,135 shares
    Change vs previous 13F +22,613 shares

    5.04% of the 13F portfolio, value $17,010,383.

    13F-HR 0001761450-25-000005 filed by Valtinson Bruner Financial Planning 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 194,522 shares
    Change vs previous 13F +33,625 shares

    4.44% of the 13F portfolio, value $14,139,805.

    13F-HR 0001761450-25-000003 filed by Valtinson Bruner Financial Planning 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 160,897 shares
    Change vs previous 13F -48,496 shares

    3.58% of the 13F portfolio, value $10,580,562.

    13F-HR 0001761450-25-000002 filed by Valtinson Bruner Financial Planning 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 209,393 shares
    Change vs previous 13F +2,796 shares

    5.04% of the 13F portfolio, value $14,435,530.

    13F-HR 0001761450-25-000001 filed by Valtinson Bruner Financial Planning 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 206,597 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $13,947,368.

    13F-HR 0001761450-24-000004 filed by Valtinson Bruner Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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