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Briggs Wealth Management, Inc: SPY position timeline

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

Briggs Wealth Management, Inc held 5,600 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,600 shares
    Change vs previous 13F -102 shares

    3.82% of the 13F portfolio, value $4,182,276.

    13F-HR 0002109156-26-000003 filed by Briggs Wealth Management, Inc
    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 5,702 shares
    Change vs previous 13F -72 shares

    3.93% of the 13F portfolio, value $3,707,978.

    13F-HR 0002109156-26-000002 filed by Briggs Wealth Management, Inc
    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 5,774 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $3,937,126.

    13F-HR 0002109156-26-000001 filed by Briggs Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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