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Disclosery

Cedrus Wealth Group LLC: SPY position timeline

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

Cedrus Wealth Group LLC held 9,764 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,764 shares
    Change vs previous 13F -12,172 shares

    6.37% of the 13F portfolio, value $7,291,464.

    13F-HR 0001172661-26-002938 filed by Cedrus Wealth Group 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 21,936 shares
    Change vs previous 13F +18,013 shares

    15.88% of the 13F portfolio, value $14,265,858.

    13F-HR 0001172661-26-002006 filed by Cedrus Wealth Group 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 3,923 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $2,675,172.

    13F-HR 0001172661-26-002440 filed by Cedrus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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