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Disclosery

Activest Wealth Management: SPY position timeline

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

Activest Wealth Management held 156,104 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,104 shares
    Change vs previous 13F -15,268 shares

    22.52% of the 13F portfolio, value $116,573,584.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 171,372 shares
    Change vs previous 13F +11,490 shares

    19.58% of the 13F portfolio, value $111,450,292.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 159,882 shares
    Change vs previous 13F +8,867 shares

    20.36% of the 13F portfolio, value $109,026,791.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 151,015 shares
    Change vs previous 13F +7,003 shares

    20.37% of the 13F portfolio, value $100,603,195.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 144,012 shares
    Change vs previous 13F +182 shares

    21.46% of the 13F portfolio, value $88,977,621.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 143,830 shares
    Change vs previous 13F +22,705 shares

    21.58% of the 13F portfolio, value $80,456,849.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 121,125 shares
    Change vs previous 13F +5,649 shares

    19.85% of the 13F portfolio, value $70,989,059.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 115,476 shares
    Change vs previous 13F not available

    20.47% of the 13F portfolio, value $66,255,408.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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