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Disclosery

Biltmore Wealth Management, LLC: SPY position timeline

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

Biltmore Wealth Management, LLC held 449 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 449 shares
    Change vs previous 13F +44 shares

    0.11% of the 13F portfolio, value $342,454.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 405 shares
    Change vs previous 13F +22 shares

    0.09% of the 13F portfolio, value $302,442.

    13F-HR 0001598102-26-000003 filed by Biltmore 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 ended2026-03-31
    13F 383 shares
    Change vs previous 13F +8 shares

    0.09% of the 13F portfolio, value $249,080.

    13F-HR 0001598102-26-000002 filed by Biltmore 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 ended2025-12-31
    13F 375 shares
    Change vs previous 13F +3 shares

    0.1% of the 13F portfolio, value $255,720.

    13F-HR 0001598102-26-000001 filed by Biltmore 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 ended2025-09-30
    13F 372 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $247,819.

    13F-HR 0001598102-25-000002 filed by Biltmore 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 ended2025-06-30
    13F 368 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $227,369.

    13F-HR 0001085146-25-003687 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 368 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $205,856.

    13F-HR 0001085146-25-002130 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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