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Disclosery

AMJ Financial Wealth Management: SPY position timeline

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

AMJ Financial Wealth Management held 0 SPY shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -784 shares

    13F-HR 0001986152-26-000068 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 784 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $534,625.

    13F-HR 0001986152-26-000013 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 782 shares
    Change vs previous 13F +26 shares

    0.13% of the 13F portfolio, value $520,953.

    13F-HR 0001801585-25-000008 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 756 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $467,095.

    13F-HR 0001986152-25-000061 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 806 shares
    Change vs previous 13F -129 shares

    0.14% of the 13F portfolio, value $450,868.

    13F-HR 0001801585-25-000004 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 935 shares
    Change vs previous 13F +10 shares

    0.15% of the 13F portfolio, value $547,985.

    13F-HR 0001801585-25-000002 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 925 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $530,728.

    13F-HR 0001801585-24-000011 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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