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AAFMAA Wealth Management & Trust LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAFMAA Wealth Management & Trust LLC on SPY, newest first. How the timeline and the estimate are built.

AAFMAA Wealth Management & Trust LLC held 19,784 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,784 shares
    Change vs previous 13F +794 shares

    5.16% of the 13F portfolio, value $14,774,098.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust 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 18,990 shares
    Change vs previous 13F -3,514 shares

    4.79% of the 13F portfolio, value $12,349,957.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust 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 22,504 shares
    Change vs previous 13F +128 shares

    6.01% of the 13F portfolio, value $15,345,927.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust 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 22,376 shares
    Change vs previous 13F +205 shares

    5.91% of the 13F portfolio, value $14,906,444.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust 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 22,171 shares
    Change vs previous 13F +1,778 shares

    5.66% of the 13F portfolio, value $13,698,353.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust 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 20,393 shares
    Change vs previous 13F +29 shares

    5.18% of the 13F portfolio, value $11,407,640.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust 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 20,364 shares
    Change vs previous 13F +186 shares

    5.23% of the 13F portfolio, value $11,934,934.

    13F-HR 0001376474-25-000067 filed by AAFMAA Wealth Management & Trust 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 20,178 shares
    Change vs previous 13F not available

    5.11% of the 13F portfolio, value $11,577,329.

    13F-HR 0001376474-24-000602 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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