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Base Wealth Management LLC: SPY position timeline

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

Base Wealth Management LLC held 696 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 696 shares
    Change vs previous 13F -38 shares

    0.24% of the 13F portfolio, value $520,063.

    13F-HR 0002083977-26-000005 filed by Base 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 ended2026-03-31
    13F 734 shares
    Change vs previous 13F -1,269 shares

    0.27% of the 13F portfolio, value $477,538.

    13F-HR 0002083977-26-000004 filed by Base 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 ended2025-12-31
    13F 2,003 shares
    Change vs previous 13F +71 shares

    0.74% of the 13F portfolio, value $1,366,185.

    13F-HR 0002083977-26-000002 filed by Base 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 ended2025-09-30
    13F 1,932 shares
    Change vs previous 13F +126 shares

    0.73% of the 13F portfolio, value $1,286,959.

    13F-HR 0002083977-25-000003 filed by Base 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 ended2025-06-30
    13F 1,806 shares
    Change vs previous 13F +223 shares

    0.71% of the 13F portfolio, value $1,115,651.

    13F-HR 0002083977-25-000002 filed by Base 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 ended2025-03-31
    13F 1,583 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $885,384.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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