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Disclosery

Alchemi Wealth, LLC: SPY position timeline

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

Alchemi Wealth, LLC held 6,716 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,716 shares
    Change vs previous 13F +530 shares

    2.35% of the 13F portfolio, value $5,016,277.

    13F-HR 0002110606-26-000004 filed by Alchemi 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 6,186 shares
    Change vs previous 13F -15 shares

    2.23% of the 13F portfolio, value $4,023,678.

    13F-HR 0002110606-26-000003 filed by Alchemi 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 6,201 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $4,229,770.

    13F-HR 0002110606-26-000001 filed by Alchemi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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