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Lebenthal Global Advisors, LLC: SPYM position timeline

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

Lebenthal Global Advisors, LLC held 57,838 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,838 shares
    Change vs previous 13F +4,679 shares

    0.69% of the 13F portfolio, value $5,082,792.

    13F-HR 0001172661-26-002954 filed by Lebenthal Global Advisors, 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 53,159 shares
    Change vs previous 13F +11,848 shares

    0.59% of the 13F portfolio, value $4,068,801.

    13F-HR 0001172661-26-001968 filed by Lebenthal Global Advisors, 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 41,311 shares
    Change vs previous 13F -1,269 shares

    0.51% of the 13F portfolio, value $3,313,935.

    13F-HR 0001172661-26-000362 filed by Lebenthal Global Advisors, 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 42,580 shares
    Change vs previous 13F +2,777 shares

    0.58% of the 13F portfolio, value $3,335,693.

    13F-HR 0001172661-25-004569 filed by Lebenthal Global Advisors, 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 39,803 shares
    Change vs previous 13F -8,430 shares

    0.54% of the 13F portfolio, value $2,893,280.

    13F-HR 0001172661-25-003363 filed by Lebenthal Global Advisors, 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 48,233 shares
    Change vs previous 13F +11,212 shares

    0.59% of the 13F portfolio, value $3,171,802.

    13F-HR 0001172661-25-001918 filed by Lebenthal Global Advisors, 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 37,021 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,552,228.

    13F-HR 0001172661-25-000303 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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