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Bosman Wealth Management, LLC: SPY position timeline

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

Bosman Wealth Management, LLC held 1,511 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,511 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $1,128,369.

    13F-HR 0002085853-26-000886 filed by Bosman Wealth Management, 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 1,511 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $982,664.

    13F-HR 0002085853-26-000549 filed by Bosman 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 ended2025-12-31
    13F 1,511 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $1,030,381.

    13F-HR 0002085853-26-000095 filed by Bosman 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 ended2025-09-30
    13F 1,511 shares
    Change vs previous 13F +660 shares

    0.78% of the 13F portfolio, value $1,006,598.

    13F-HR 0002085853-25-000167 filed by Bosman 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 ended2025-06-30
    13F 851 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $525,790.

    13F-HR 0001667731-25-000864 filed by Bosman 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 ended2025-03-31
    13F 851 shares
    Change vs previous 13F -78 shares

    0.48% of the 13F portfolio, value $476,041.

    13F-HR 0002066260-25-000002 filed by Bosman 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 ended2024-12-31
    13F 929 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $544,468.

    13F-HR 0002066260-25-000003 filed by Bosman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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