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Disclosery

Wells Financial Advisors INC: SPYM position timeline

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

Wells Financial Advisors INC held 42 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42 shares
    Change vs previous 13F -31 shares

    0.03% of the 13F portfolio, value $3,691.

    13F-HR 0001844454-26-000004 filed by Wells Financial Advisors INC
    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 73 shares
    Change vs previous 13F -127 shares

    0.03% of the 13F portfolio, value $5,587.

    13F-HR 0001844454-26-000003 filed by Wells Financial Advisors INC
    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 200 shares
    Change vs previous 13F -12,815 shares

    0.03% of the 13F portfolio, value $16,044.

    13F-HR 0001844454-26-000001 filed by Wells Financial Advisors INC
    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 13,015 shares
    Change vs previous 13F -1,410 shares

    1.36% of the 13F portfolio, value $1,019,595.

    13F-HR 0001844454-25-000007 filed by Wells Financial Advisors INC
    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 14,425 shares
    Change vs previous 13F -580 shares

    1.44% of the 13F portfolio, value $1,048,553.

    13F-HR 0001844454-25-000005 filed by Wells Financial Advisors INC
    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 15,005 shares
    Change vs previous 13F +590 shares

    1.36% of the 13F portfolio, value $986,729.

    13F-HR 0001844454-25-000004 filed by Wells Financial Advisors INC
    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 14,415 shares
    Change vs previous 13F -8,162 shares

    1.35% of the 13F portfolio, value $993,770.

    13F-HR 0001844454-25-000002 filed by Wells Financial Advisors INC
    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 22,577 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $1,524,173.

    13F-HR 0001844454-24-000006 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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