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CAHABA WEALTH MANAGEMENT, INC.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAHABA WEALTH MANAGEMENT, INC. on SPY, newest first. How the timeline and the estimate are built.

CAHABA WEALTH MANAGEMENT, INC. held 4,596 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,596 shares
    Change vs previous 13F +144 shares

    0.21% of the 13F portfolio, value $3,432,436.

    13F-HR 0001172661-26-002968 filed by CAHABA 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 4,452 shares
    Change vs previous 13F -41 shares

    0.2% of the 13F portfolio, value $2,895,110.

    13F-HR 0001172661-26-001569 filed by CAHABA 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 4,493 shares
    Change vs previous 13F -74 shares

    0.21% of the 13F portfolio, value $3,064,044.

    13F-HR 0001172661-26-000037 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 4,567 shares
    Change vs previous 13F -89 shares

    0.22% of the 13F portfolio, value $3,042,483.

    13F-HR 0001172661-25-004308 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 4,656 shares
    Change vs previous 13F +44 shares

    0.22% of the 13F portfolio, value $2,876,577.

    13F-HR 0001172661-25-002632 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 4,612 shares
    Change vs previous 13F -1 shares

    0.21% of the 13F portfolio, value $2,580,095.

    13F-HR 0001172661-25-001555 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 4,613 shares
    Change vs previous 13F -48 shares

    0.22% of the 13F portfolio, value $2,703,650.

    13F-HR 0001172661-25-000836 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 4,661 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,674,383.

    13F-HR 0001172661-24-004310 filed by CAHABA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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