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Disclosery

Brickley Wealth Management: SPY position timeline

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

Brickley Wealth Management held 34,863 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,863 shares
    Change vs previous 13F 0 shares

    3.74% of the 13F portfolio, value $26,034,643.

    13F-HR 0001712533-26-000007 filed by Brickley Wealth Management
    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 34,863 shares
    Change vs previous 13F 0 shares

    3.89% of the 13F portfolio, value $22,672,803.

    13F-HR 0001712533-26-000005 filed by Brickley Wealth Management
    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 34,863 shares
    Change vs previous 13F 0 shares

    4.01% of the 13F portfolio, value $23,773,777.

    13F-HR 0001712533-26-000003 filed by Brickley Wealth Management
    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 34,863 shares
    Change vs previous 13F +190 shares

    4.05% of the 13F portfolio, value $23,225,033.

    13F-HR 0001712533-25-000018 filed by Brickley Wealth Management
    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 34,673 shares
    Change vs previous 13F -2,591 shares

    4.19% of the 13F portfolio, value $21,422,713.

    13F-HR 0001712533-25-000010 filed by Brickley Wealth Management
    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 37,264 shares
    Change vs previous 13F -1,917 shares

    4.32% of the 13F portfolio, value $20,845,109.

    13F-HR 0001712533-25-000008 filed by Brickley Wealth Management
    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 39,181 shares
    Change vs previous 13F 0 shares

    4.66% of the 13F portfolio, value $22,963,200.

    13F-HR 0001712533-25-000005 filed by Brickley Wealth Management
    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 39,181 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $22,480,491.

    13F-HR 0001712533-24-000017 filed by Brickley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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