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Aerodigm Wealth, LLC: SPY position timeline

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

Aerodigm Wealth, LLC held 864 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 864 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $645,209.

    13F-HR 0001725547-26-000268 filed by Aerodigm Wealth, 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 864 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $561,894.

    13F-HR 0001725547-26-000146 filed by Aerodigm Wealth, 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/A 864 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $589,179.

    13F-HR/A 0001725547-26-000145 filed by Aerodigm Wealth, 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 864 shares
    Change vs previous 13F -628 shares

    0.24% of the 13F portfolio, value $577,541.

    13F-HR 0001725547-25-004217 filed by Aerodigm Wealth, 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 1,492 shares
    Change vs previous 13F +738 shares

    0.44% of the 13F portfolio, value $921,865.

    13F-HR 0001725547-25-003570 filed by Aerodigm Wealth, 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 754 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $421,780.

    13F-HR 0001725547-25-002048 filed by Aerodigm Wealth, 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 754 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $441,904.

    13F-HR 0001725547-25-000363 filed by Aerodigm Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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