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Disclosery

Wise Wealth Partners: SPYM position timeline

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

Wise Wealth Partners held 155,711 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,711 shares
    Change vs previous 13F -98,964 shares

    23.26% of the 13F portfolio, value $13,683,884.

    13F-HR 0002056711-26-000003 filed by Wise Wealth Partners
    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 254,675 shares
    Change vs previous 13F -1,431 shares

    26.39% of the 13F portfolio, value $19,492,787.

    13F-HR 0002056711-26-000002 filed by Wise Wealth Partners
    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 256,106 shares
    Change vs previous 13F +16,359 shares

    29.49% of the 13F portfolio, value $20,544,838.

    13F-HR 0002056711-26-000001 filed by Wise Wealth Partners
    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 239,747 shares
    Change vs previous 13F +19,759 shares

    28.67% of the 13F portfolio, value $18,781,750.

    13F-HR 0002056711-25-000005 filed by Wise Wealth Partners
    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 219,988 shares
    Change vs previous 13F +150,135 shares

    26.71% of the 13F portfolio, value $15,990,930.

    13F-HR 0002056711-25-000003 filed by Wise Wealth Partners
    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 69,853 shares
    Change vs previous 13F -18,194 shares

    10.97% of the 13F portfolio, value $4,593,555.

    13F-HR 0002056711-25-000002 filed by Wise Wealth Partners
    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 88,047 shares
    Change vs previous 13F not available

    14.97% of the 13F portfolio, value $6,069,951.

    13F-HR 0002056711-25-000001 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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