BigSur Wealth Management LLC: SPY position timeline

BigSur Wealth Management LLC held 41,135 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 41,135 shares

   Change vs previous 13F +2,084 shares

   7.41% of the 13F portfolio, value $30,796,417.

   13F-HR 0001398344-26-012137 filed by BigSur Wealth Management LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 39,051 shares

   Change vs previous 13F -9,016 shares

   7.14% of the 13F portfolio, value $25,466,783.

   13F-HR 0001398344-26-006828 filed by BigSur Wealth Management LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 48,067 shares

   Change vs previous 13F -4,487 shares

   7.97% of the 13F portfolio, value $32,875,350.

   13F-HR 0001398344-26-001298 filed by BigSur Wealth Management LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 52,554 shares

   Change vs previous 13F +131 shares

   8.6% of the 13F portfolio, value $35,099,551.

   13F-HR 0001398344-25-019122 filed by BigSur Wealth Management LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 52,423 shares

   Change vs previous 13F -22 shares

   8.2% of the 13F portfolio, value $32,480,993.

   13F-HR 0001398344-25-013158 filed by BigSur Wealth Management LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 52,445 shares

   Change vs previous 13F -852 shares

   7.97% of the 13F portfolio, value $29,426,131.

   13F-HR 0001398344-25-007207 filed by BigSur Wealth Management LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 53,297 shares

   Change vs previous 13F -757 shares

   8.96% of the 13F portfolio, value $31,341,064.

   13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 54,054 shares

   Change vs previous 13F not available

   8.57% of the 13F portfolio, value $31,108,551.

   13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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