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Disclosery

Alaethes Wealth, LLC: SPY position timeline

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

Alaethes Wealth, LLC held 3,303 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,303 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $2,472,869.

    13F-HR 0001859677-26-000003 filed by Alaethes 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 3,303 shares
    Change vs previous 13F -2,222 shares

    0.62% of the 13F portfolio, value $2,154,009.

    13F-HR 0001859677-26-000002 filed by Alaethes 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 5,525 shares
    Change vs previous 13F +2,074 shares

    1.06% of the 13F portfolio, value $3,778,621.

    13F-HR 0001859677-26-000001 filed by Alaethes 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 3,451 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $2,305,306.

    13F-HR 0001859677-25-000009 filed by Alaethes 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 3,451 shares
    Change vs previous 13F +500 shares

    0.64% of the 13F portfolio, value $2,138,278.

    13F-HR 0001859677-25-000008 filed by Alaethes 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 2,951 shares
    Change vs previous 13F -2,252 shares

    0.61% of the 13F portfolio, value $1,655,763.

    13F-HR 0001859677-25-000005 filed by Alaethes 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 5,203 shares
    Change vs previous 13F +2,252 shares

    1.09% of the 13F portfolio, value $3,055,175.

    13F-HR 0001859677-25-000001 filed by Alaethes Wealth, 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 2,951 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,698,317.

    13F-HR 0001859677-24-000007 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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