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Campbell Deegan Wealth Management, LLC: SPY position timeline

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

Campbell Deegan Wealth Management, LLC held 3,262 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,262 shares
    Change vs previous 13F -8 shares

    1.73% of the 13F portfolio, value $2,436,113.

    13F-HR 0001765380-26-000263 filed by Campbell Deegan Wealth Management, 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 3,270 shares
    Change vs previous 13F -136 shares

    1.71% of the 13F portfolio, value $2,126,902.

    13F-HR 0001765380-26-000193 filed by Campbell Deegan Wealth Management, 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 3,406 shares
    Change vs previous 13F -10 shares

    1.88% of the 13F portfolio, value $2,322,761.

    13F-HR 0001765380-26-000013 filed by Campbell Deegan Wealth Management, 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 3,416 shares
    Change vs previous 13F +8 shares

    2.03% of the 13F portfolio, value $2,275,594.

    13F-HR 0001765380-25-000490 filed by Campbell Deegan Wealth Management, 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 3,408 shares
    Change vs previous 13F +9 shares

    2.07% of the 13F portfolio, value $2,105,637.

    13F-HR 0001765380-25-000317 filed by Campbell Deegan Wealth Management, LLC
    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 3,399 shares
    Change vs previous 13F +84 shares

    2.19% of the 13F portfolio, value $1,901,541.

    13F-HR 0001765380-25-000215 filed by Campbell Deegan Wealth Management, LLC
    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 3,315 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $1,943,141.

    13F-HR 0001765380-25-000137 filed by Campbell Deegan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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