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Cauble & Harre Wealth Management, Inc.: SPY position timeline

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

Cauble & Harre Wealth Management, Inc. held 920 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 920 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $688,780.

    13F-HR 0001214659-26-009916 filed by Cauble & Harre 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 920 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $679,126.

    13F-HR 0001214659-26-006128 filed by Cauble & Harre 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 920 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $629,201.

    13F-HR 0001214659-26-001223 filed by Cauble & Harre Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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