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BlueChip Wealth Advisors LLC: SPY position timeline

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

BlueChip Wealth Advisors LLC held 21,365 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,365 shares
    Change vs previous 13F +231 shares

    6.05% of the 13F portfolio, value $15,954,960.

    13F-HR 0002015578-26-000008 filed by BlueChip Wealth 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 21,134 shares
    Change vs previous 13F +600 shares

    6.03% of the 13F portfolio, value $13,744,250.

    13F-HR 0002015578-26-000004 filed by BlueChip Wealth 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 20,534 shares
    Change vs previous 13F -398 shares

    5.88% of the 13F portfolio, value $14,002,253.

    13F-HR 0002015578-26-000002 filed by BlueChip Wealth 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 20,932 shares
    Change vs previous 13F +732 shares

    5.95% of the 13F portfolio, value $13,944,666.

    13F-HR 0002015578-25-000005 filed by BlueChip Wealth 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 20,200 shares
    Change vs previous 13F +317 shares

    5.56% of the 13F portfolio, value $12,481,956.

    13F-HR 0001085146-25-004332 filed by BlueChip Wealth 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 19,883 shares
    Change vs previous 13F -524 shares

    5.46% of the 13F portfolio, value $11,122,683.

    13F-HR 0001085146-25-002624 filed by BlueChip Wealth 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 20,407 shares
    Change vs previous 13F +1,422 shares

    6.63% of the 13F portfolio, value $11,960,413.

    13F-HR 0001085146-25-001054 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,985 shares
    Change vs previous 13F not available

    5.7% of the 13F portfolio, value $10,896,234.

    13F-HR 0001085146-24-005754 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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