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Aegis Wealth Management, Inc.: SPY position timeline

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

Aegis Wealth Management, Inc. held 3,421 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 3,421 shares
    Change vs previous 13F +1,469 shares

    1.65% of the 13F portfolio, value $2,554,343.

    13F-HR 0002096565-26-000003 filed by Aegis Wealth Management, Inc.
    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 1,952 shares
    Change vs previous 13F +449 shares

    1% of the 13F portfolio, value $1,269,704.

    13F-HR 0002096565-26-000002 filed by Aegis Wealth Management, Inc.
    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 1,503 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,025,055.

    13F-HR 0002096565-26-000001 filed by Aegis Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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