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WealthTrak Capital Management LLC: SPYM position timeline

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

WealthTrak Capital Management LLC held 238,962 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,962 shares
    Change vs previous 13F +71,171 shares

    13.81% of the 13F portfolio, value $20,999,937.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital Management 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 167,791 shares
    Change vs previous 13F -2,188 shares

    9.17% of the 13F portfolio, value $12,842,685.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital Management 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 169,979 shares
    Change vs previous 13F -931 shares

    9.76% of the 13F portfolio, value $13,635,675.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital Management 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 170,910 shares
    Change vs previous 13F +9,729 shares

    11.02% of the 13F portfolio, value $13,389,050.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital Management 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 161,181 shares
    Change vs previous 13F -67,275 shares

    9.79% of the 13F portfolio, value $11,716,211.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital Management 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 228,456 shares
    Change vs previous 13F +17,694 shares

    12.95% of the 13F portfolio, value $15,023,234.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital Management 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 210,762 shares
    Change vs previous 13F not available

    12.29% of the 13F portfolio, value $14,529,898.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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