Skip to content
Disclosery

Burton Enright Welch: SPY position timeline

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

Burton Enright Welch held 2,498 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,498 shares
    Change vs previous 13F +539 shares

    0.22% of the 13F portfolio, value $1,865,445.

    13F-HR 0002105919-26-000020 filed by Burton Enright Welch
    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 1,959 shares
    Change vs previous 13F -104 shares

    0.17% of the 13F portfolio, value $1,273,924.

    13F-HR 0002105919-26-000019 filed by Burton Enright Welch
    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 2,063 shares
    Change vs previous 13F +270 shares

    0.2% of the 13F portfolio, value $1,406,522.

    13F-HR 0002105919-26-000002 filed by Burton Enright Welch
    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 1,793 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,194,687.

    13F-HR 0002105919-26-000018 filed by Burton Enright Welch
    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 1,793 shares
    Change vs previous 13F -109 shares

    0.19% of the 13F portfolio, value $1,107,856.

    13F-HR 0002105919-26-000017 filed by Burton Enright Welch
    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 1,902 shares
    Change vs previous 13F -29 shares

    0.22% of the 13F portfolio, value $1,063,844.

    13F-HR 0002105919-26-000016 filed by Burton Enright Welch
    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 1,931 shares
    Change vs previous 13F +20 shares

    0.24% of the 13F portfolio, value $1,132,010.

    13F-HR 0002105919-26-000015 filed by Burton Enright Welch
    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 1,911 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,096,612.

    13F-HR 0002105919-26-000014 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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