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Vestment Financial LLC: SPYM position timeline

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

Vestment Financial LLC held 65,392 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,392 shares
    Change vs previous 13F +1,924 shares

    2.59% of the 13F portfolio, value $5,785,256.

    13F-HR 0002056705-26-000003 filed by Vestment Financial 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 63,468 shares
    Change vs previous 13F +3,923 shares

    2.49% of the 13F portfolio, value $5,294,531.

    13F-HR 0002056705-26-000002 filed by Vestment Financial 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 59,545 shares
    Change vs previous 13F +2,194 shares

    2.52% of the 13F portfolio, value $4,862,483.

    13F-HR 0002056705-26-000001 filed by Vestment Financial 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 57,351 shares
    Change vs previous 13F +4,082 shares

    2.58% of the 13F portfolio, value $4,515,896.

    13F-HR 0002056705-25-000002 filed by Vestment Financial 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 53,269 shares
    Change vs previous 13F +5,579 shares

    2.46% of the 13F portfolio, value $3,881,706.

    13F-HR 0001085146-25-003865 filed by Vestment Financial 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 47,690 shares
    Change vs previous 13F +7,496 shares

    2.26% of the 13F portfolio, value $3,152,712.

    13F-HR 0001085146-25-002094 filed by Vestment Financial 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 40,194 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $2,782,605.

    13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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