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WBI INVESTMENTS, LLC: SPYM position timeline

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

WBI INVESTMENTS, LLC held 3,450 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,450 shares
    Change vs previous 13F +174 shares

    0.08% of the 13F portfolio, value $303,204.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 3,276 shares
    Change vs previous 13F +251 shares

    0.07% of the 13F portfolio, value $250,724.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 3,276 shares
    • MILLINGTON SECURITIES, LLC: 3,276 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 3,025 shares
    Change vs previous 13F -17 shares

    0.06% of the 13F portfolio, value $242,666.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, 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 3,042 shares
    Change vs previous 13F -35 shares

    0.06% of the 13F portfolio, value $238,310.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, 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 3,077 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $223,667.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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