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Austin Private Wealth, LLC: SPY position timeline

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

Austin Private Wealth, LLC held 49,553 SPY shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 49,553 shares
    Change vs previous 13F +1,086 shares

    2.53% of the 13F portfolio, value $33,790,902.

    13F-HR 0001172661-26-000230 filed by Austin Private 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 ended2025-09-30
    13F 48,467 shares
    Change vs previous 13F +16,935 shares

    2.49% of the 13F portfolio, value $32,288,006.

    13F-HR 0001172661-25-004325 filed by Austin Private 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 ended2025-06-30
    13F 31,532 shares
    Change vs previous 13F +15,680 shares

    1.54% of the 13F portfolio, value $19,482,083.

    13F-HR 0001172661-25-002847 filed by Austin Private 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 ended2025-03-31
    13F 15,852 shares
    Change vs previous 13F +6,337 shares

    0.8% of the 13F portfolio, value $8,867,259.

    13F-HR 0001172661-25-001646 filed by Austin Private 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 ended2024-12-31
    13F 9,515 shares
    Change vs previous 13F +936 shares

    0.52% of the 13F portfolio, value $5,576,774.

    13F-HR 0001172661-25-000335 filed by Austin Private 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 ended2024-09-30
    13F 8,579 shares
    Change vs previous 13F +1,374 shares

    0.48% of the 13F portfolio, value $4,922,294.

    13F-HR 0001172661-24-004415 filed by Austin Private 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 ended2024-06-30
    13F/A 7,205 shares
    Change vs previous 13F -1,496 shares

    0.42% of the 13F portfolio, value $3,921,107.

    13F-HR/A 0001085146-24-003037 filed by Austin Private 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 ended2024-03-31
    13F 8,701 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,519,386.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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