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BlueChip Wealth Advisors LLC: SPYM position timeline

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

BlueChip Wealth Advisors LLC held 77,003 SPYM 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 77,003 shares
    Change vs previous 13F +62,337 shares

    2.57% of the 13F portfolio, value $6,767,024.

    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 14,666 shares
    Change vs previous 13F +7,447 shares

    0.49% of the 13F portfolio, value $1,122,535.

    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 7,219 shares
    Change vs previous 13F +1,664 shares

    0.24% of the 13F portfolio, value $579,108.

    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 5,555 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $435,179.

    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).