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Disclosery

Aberdeen Wealth Management LLC: SPY position timeline

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

Aberdeen Wealth Management LLC held 600 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 600 shares
    Change vs previous 13F -700 shares

    0.22% of the 13F portfolio, value $448,062.

    13F-HR 0001398344-26-014393 filed by Aberdeen Wealth Management 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 1,300 shares
    Change vs previous 13F -84 shares

    0.39% of the 13F portfolio, value $845,442.

    13F-HR 0001398344-26-009250 filed by Aberdeen Wealth Management 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 1,384 shares
    Change vs previous 13F -8 shares

    0.44% of the 13F portfolio, value $943,777.

    13F-HR 0001398344-26-002847 filed by Aberdeen Wealth Management 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 1,392 shares
    Change vs previous 13F +70 shares

    0.58% of the 13F portfolio, value $927,323.

    13F-HR 0001398344-25-020978 filed by Aberdeen Wealth Management 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 1,322 shares
    Change vs previous 13F +1,322 shares

    0.54% of the 13F portfolio, value $816,798.

    13F-HR 0001398344-25-015516 filed by Aberdeen Wealth Management 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 0 shares
    Change vs previous 13F -1,280 shares

    13F-HR 0001398344-25-009773 filed by Aberdeen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 1,280 shares
    Change vs previous 13F -63 shares

    0.51% of the 13F portfolio, value $750,182.

    13F-HR 0001398344-25-003226 filed by Aberdeen Wealth Management 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 1,343 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $770,560.

    13F-HR 0001398344-24-020274 filed by Aberdeen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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