Cahill Wealth Management, LLC: SPY position timeline

Cahill Wealth Management, LLC held 6,903 SPY shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 6,903 shares

   Change vs previous 13F +751 shares

   1.97% of the 13F portfolio, value $3,861,729.

   13F-HR 0001172661-25-001684 filed by Cahill Wealth Management, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 6,152 shares

   Change vs previous 13F +1 shares

   1.84% of the 13F portfolio, value $3,605,614.

   13F-HR 0001172661-25-000739 filed by Cahill Wealth Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 6,151 shares

   Change vs previous 13F +2 shares

   1.82% of the 13F portfolio, value $3,529,076.

   13F-HR 0001172661-24-004442 filed by Cahill Wealth Management, LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 6,149 shares

   Change vs previous 13F +1 shares

   2% of the 13F portfolio, value $3,346,643.

   13F-HR 0001172661-24-003302 filed by Cahill Wealth Management, LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 6,148 shares

   Change vs previous 13F +2 shares

   1.87% of the 13F portfolio, value $3,215,889.

   13F-HR 0001172661-24-002139 filed by Cahill Wealth Management, LLC
   Filed 2024-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

6. period ended2023-12-31

   13F 6,146 shares

   Change vs previous 13F -69 shares

   1.96% of the 13F portfolio, value $2,921,469.

   13F-HR 0001172661-24-000370 filed by Cahill Wealth Management, LLC
   Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

7. period ended2023-09-30

   13F 6,215 shares

   Change vs previous 13F +2 shares

   2.04% of the 13F portfolio, value $2,656,732.

   13F-HR 0001172661-23-003552 filed by Cahill Wealth Management, LLC
   Filed 2023-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

8. period ended2023-06-30

   13F 6,213 shares

   Change vs previous 13F not available

   1.9% of the 13F portfolio, value $2,754,262.

   13F-HR 0001172661-23-002898 filed by Cahill Wealth Management, LLC
   Filed 2023-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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