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1 NORTH WEALTH SERVICES LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1 NORTH WEALTH SERVICES LLC on SPY, newest first. How the timeline and the estimate are built.

1 NORTH WEALTH SERVICES LLC held 5,238 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,238 shares
    Change vs previous 13F +63 shares

    1.28% of the 13F portfolio, value $3,911,430.

    13F-HR 0001641761-26-000003 filed by 1 NORTH WEALTH SERVICES 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 5,175 shares
    Change vs previous 13F +46 shares

    1.22% of the 13F portfolio, value $3,365,365.

    13F-HR 0001641761-26-000002 filed by 1 NORTH WEALTH SERVICES 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 5,129 shares
    Change vs previous 13F +601 shares

    1.23% of the 13F portfolio, value $3,497,401.

    13F-HR 0001641761-26-000001 filed by 1 NORTH WEALTH SERVICES 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 4,528 shares
    Change vs previous 13F -45 shares

    1.24% of the 13F portfolio, value $3,016,286.

    13F-HR 0001641761-25-000008 filed by 1 NORTH WEALTH SERVICES 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 4,573 shares
    Change vs previous 13F -1,404 shares

    1.12% of the 13F portfolio, value $2,825,248.

    13F-HR 0001641761-25-000005 filed by 1 NORTH WEALTH SERVICES 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 5,977 shares
    Change vs previous 13F +81 shares

    1.55% of the 13F portfolio, value $3,343,301.

    13F-HR 0001641761-25-000004 filed by 1 NORTH WEALTH SERVICES 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 5,896 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $3,455,334.

    13F-HR 0001641761-25-000003 filed by 1 NORTH WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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