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BINGHAM PRIVATE WEALTH, LLC: SPY position timeline

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

BINGHAM PRIVATE WEALTH, LLC held 5,378 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,378 shares
    Change vs previous 13F +207 shares

    2.76% of the 13F portfolio, value $4,016,266.

    13F-HR 0001951757-26-001216 filed by BINGHAM 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 ended2026-03-31
    13F 5,171 shares
    Change vs previous 13F +1,310 shares

    2.67% of the 13F portfolio, value $3,363,007.

    13F-HR 0001951757-26-000793 filed by BINGHAM 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 ended2025-12-31
    13F 3,861 shares
    Change vs previous 13F +101 shares

    2.27% of the 13F portfolio, value $2,632,805.

    13F-HR 0001951757-26-000290 filed by BINGHAM 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 ended2025-06-30
    13F 3,760 shares
    Change vs previous 13F +29 shares

    2.21% of the 13F portfolio, value $2,323,116.

    13F-HR 0001951757-25-000943 filed by BINGHAM 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 ended2025-03-31
    13F 3,731 shares
    Change vs previous 13F -159 shares

    2.16% of the 13F portfolio, value $2,087,488.

    13F-HR 0001951757-25-000508 filed by BINGHAM 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 ended2024-12-31
    13F 3,890 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $2,279,851.

    13F-HR 0001951757-25-000507 filed by BINGHAM PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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