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Boulder Wealth Advisors, LLC: SPY position timeline

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

Boulder Wealth Advisors, LLC held 787 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 787 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $587,507.

    13F-HR 0001986152-26-000115 filed by Boulder 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 787 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $511,643.

    13F-HR 0001986152-26-000077 filed by Boulder 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 787 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $536,488.

    13F-HR 0001986152-26-000010 filed by Boulder 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 787 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $524,104.

    13F-HR 0001986152-25-000110 filed by Boulder 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 ended2025-03-31
    13F 787 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $440,089.

    13F-HR 0001986152-25-000036 filed by Boulder 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 ended2024-12-31
    13F 787 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $461,087.

    13F-HR 0001986152-25-000022 filed by Boulder 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 ended2024-09-30
    13F 787 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $451,395.

    13F-HR 0001986152-24-000057 filed by Boulder Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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