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AllSquare Wealth Management LLC: SPY position timeline

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

AllSquare Wealth Management LLC held 1,429 SPY shares at 2025-09-30 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,429 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $951,971.

    13F-HR 0001633674-26-000005 filed by AllSquare 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 ended2025-06-30
    13F 1,429 shares
    Change vs previous 13F -35 shares

    0.5% of the 13F portfolio, value $882,908.

    13F-HR 0001633674-25-000003 filed by AllSquare 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 ended2025-03-31
    13F 1,464 shares
    Change vs previous 13F -10 shares

    0.49% of the 13F portfolio, value $818,947.

    13F-HR 0001633674-25-000002 filed by AllSquare 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 ended2024-12-31
    13F 1,474 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $863,882.

    13F-HR 0001633674-25-000001 filed by AllSquare 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 ended2024-09-30
    13F 1,474 shares
    Change vs previous 13F -55 shares

    0.48% of the 13F portfolio, value $845,722.

    13F-HR 0001633674-24-000005 filed by AllSquare 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 ended2024-06-30
    13F 1,529 shares
    Change vs previous 13F +20 shares

    0.5% of the 13F portfolio, value $832,112.

    13F-HR 0001633674-24-000003 filed by AllSquare 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 ended2024-03-31
    13F 1,509 shares
    Change vs previous 13F +50 shares

    0.46% of the 13F portfolio, value $789,313.

    13F-HR 0001633674-24-000002 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 1,459 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $693,477.

    13F-HR 0001633674-24-000001 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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