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Disclosery

B.O.S.S. Retirement Advisors, LLC: SPY position timeline

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

B.O.S.S. Retirement Advisors, LLC held 920 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 920 shares
    Change vs previous 13F -172 shares

    0.19% of the 13F portfolio, value $686,925.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, 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 1,092 shares
    Change vs previous 13F -47 shares

    0.22% of the 13F portfolio, value $709,937.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement Advisors, 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 1,139 shares
    Change vs previous 13F -53 shares

    0.24% of the 13F portfolio, value $776,461.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement Advisors, 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 1,192 shares
    Change vs previous 13F -539 shares

    0.19% of the 13F portfolio, value $793,846.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement Advisors, 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 1,731 shares
    Change vs previous 13F -528 shares

    0.27% of the 13F portfolio, value $1,069,275.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement Advisors, 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 2,259 shares
    Change vs previous 13F -202 shares

    0.37% of the 13F portfolio, value $1,263,460.

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement Advisors, 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 2,461 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,442,188.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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