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Disclosery

BWM Planning, LLC: SPY position timeline

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

BWM Planning, LLC held 5,624 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,624 shares
    Change vs previous 13F +1,304 shares

    0.97% of the 13F portfolio, value $4,199,722.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 4,320 shares
    Change vs previous 13F +9 shares

    0.74% of the 13F portfolio, value $2,809,273.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 4,311 shares
    Change vs previous 13F +3 shares

    0.79% of the 13F portfolio, value $2,939,900.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 4,308 shares
    Change vs previous 13F -164 shares

    0.85% of the 13F portfolio, value $2,869,833.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 4,472 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,763,031.

    13F-HR 0001754960-25-000568 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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