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Disclosery

Alpha Wealth Funds, LLC: SPY position timeline

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

Alpha Wealth Funds, LLC held 5,103 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,103 shares
    Change vs previous 13F +188 shares

    2.36% of the 13F portfolio, value $3,810,207.

    13F-HR 0002059327-26-000003 filed by Alpha Wealth Funds, 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 4,915 shares
    Change vs previous 13F -254 shares

    2.27% of the 13F portfolio, value $3,196,421.

    13F-HR 0002059327-26-000002 filed by Alpha Wealth Funds, 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 5,169 shares
    Change vs previous 13F +178 shares

    2.37% of the 13F portfolio, value $3,524,845.

    13F-HR 0002059327-26-000001 filed by Alpha Wealth Funds, 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 4,991 shares
    Change vs previous 13F -1,066 shares

    2.72% of the 13F portfolio, value $3,324,904.

    13F-HR 0002059327-25-000008 filed by Alpha Wealth Funds, 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/A 6,057 shares
    Change vs previous 13F -566 shares

    3.5% of the 13F portfolio, value $3,742,317.

    13F-HR/A 0002059327-25-000007 filed by Alpha Wealth Funds, 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 6,623 shares
    Change vs previous 13F -1,392 shares

    4.02% of the 13F portfolio, value $3,704,840.

    13F-HR 0002059327-25-000005 filed by Alpha Wealth Funds, 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 8,015 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $4,699,571.

    13F-HR 0002059327-25-000001 filed by Alpha Wealth Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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