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Disclosery

Capital Analysts, LLC: SPYM position timeline

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

Capital Analysts, LLC held 4,003,540 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,003,540 shares
    Change vs previous 13F +27,833 shares

    8.11% of the 13F portfolio, value $351,831,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 3,975,707 shares
    Change vs previous 13F +158,812 shares

    8% of the 13F portfolio, value $304,320,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 3,816,895 shares
    Change vs previous 13F -21,129 shares

    8.47% of the 13F portfolio, value $306,191,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 3,838,024 shares
    Change vs previous 13F +65,159 shares

    8.77% of the 13F portfolio, value $300,671,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 3,772,865 shares
    Change vs previous 13F +80,150 shares

    9.14% of the 13F portfolio, value $274,250,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 3,692,715 shares
    Change vs previous 13F +152,143 shares

    9.06% of the 13F portfolio, value $242,833,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 3,540,572 shares
    Change vs previous 13F +9,477 shares

    9.8% of the 13F portfolio, value $244,087,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, 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 3,531,095 shares
    Change vs previous 13F not available

    9.72% of the 13F portfolio, value $238,384,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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