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Disclosery

Aegis Wealth Management LLC: SPY position timeline

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

Aegis Wealth Management LLC held 9,407 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,407 shares
    Change vs previous 13F -2,467 shares

    3.3% of the 13F portfolio, value $7,024,865.

    13F-HR 0001628818-26-000004 filed by Aegis 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 11,874 shares
    Change vs previous 13F -1,992 shares

    4.42% of the 13F portfolio, value $7,722,138.

    13F-HR 0001628818-26-000003 filed by Aegis 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 13,866 shares
    Change vs previous 13F -2,208 shares

    5.35% of the 13F portfolio, value $9,455,503.

    13F-HR 0001628818-26-000001 filed by Aegis 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 16,074 shares
    Change vs previous 13F +8,604 shares

    5.74% of the 13F portfolio, value $10,708,404.

    13F-HR 0001628818-25-000004 filed by Aegis 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 7,470 shares
    Change vs previous 13F 0 shares

    2.51% of the 13F portfolio, value $4,178,676.

    13F-HR 0001085146-25-004679 filed by Aegis 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 7,470 shares
    Change vs previous 13F 0 shares

    2.46% of the 13F portfolio, value $4,178,676.

    13F-HR 0001085146-25-002751 filed by Aegis Wealth Management 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 7,470 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $4,377,961.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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