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Disclosery

Cedarwood Wealth LLC: SPY position timeline

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

Cedarwood Wealth LLC held 6,734 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 6,734 shares
    Change vs previous 13F +37 shares

    3.8% of the 13F portfolio, value $5,028,633.

    13F-HR 0002114448-26-000003 filed by Cedarwood Wealth 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 6,697 shares
    Change vs previous 13F +4 shares

    4.4% of the 13F portfolio, value $4,355,594.

    13F-HR 0002114448-26-000002 filed by Cedarwood Wealth 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 6,693 shares
    Change vs previous 13F not available

    5.17% of the 13F portfolio, value $4,636,589.

    13F-HR 0002114448-26-000001 filed by Cedarwood Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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