Skip to content
Disclosery

Transamerica Financial Advisors, LLC: SPYM position timeline

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

Transamerica Financial Advisors, LLC held 102,252 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,252 shares
    Change vs previous 13F -2,049 shares

    0.76% of the 13F portfolio, value $8,985,948.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial 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 104,301 shares
    Change vs previous 13F -11,326 shares

    0.68% of the 13F portfolio, value $7,983,268.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial 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 115,627 shares
    Change vs previous 13F -2,989 shares

    0.77% of the 13F portfolio, value $9,275,625.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial 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 118,616 shares
    Change vs previous 13F -5,528 shares

    0.77% of the 13F portfolio, value $9,292,312.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial 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 124,144 shares
    Change vs previous 13F +1,492 shares

    0.85% of the 13F portfolio, value $9,023,980.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial 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 122,652 shares
    Change vs previous 13F +621 shares

    0.82% of the 13F portfolio, value $8,066,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial 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 122,031 shares
    Change vs previous 13F +5,332 shares

    0.83% of the 13F portfolio, value $8,413,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial Advisors, 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 116,699 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $7,879,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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