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Disclosery

CHANNEL WEALTH LLC: SPY position timeline

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

CHANNEL WEALTH LLC held 12,902 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 12,902 shares
    Change vs previous 13F -883 shares

    2.16% of the 13F portfolio, value $9,634,827.

    13F-HR 0001975550-26-000004 filed by CHANNEL 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 13,785 shares
    Change vs previous 13F +769 shares

    2.17% of the 13F portfolio, value $8,964,937.

    13F-HR 0001975550-26-000003 filed by CHANNEL 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 13,016 shares
    Change vs previous 13F -1,007 shares

    2.25% of the 13F portfolio, value $8,875,871.

    13F-HR 0001975550-26-000001 filed by CHANNEL WEALTH 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 14,023 shares
    Change vs previous 13F -5,356 shares

    2.5% of the 13F portfolio, value $9,341,842.

    13F-HR 0001975550-25-000006 filed by CHANNEL WEALTH 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 19,379 shares
    Change vs previous 13F +107 shares

    3.39% of the 13F portfolio, value $11,973,315.

    13F-HR 0001831193-25-000005 filed by CHANNEL WEALTH 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 19,272 shares
    Change vs previous 13F +2,418 shares

    3.35% of the 13F portfolio, value $10,780,564.

    13F-HR 0001975550-25-000003 filed by CHANNEL WEALTH 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 16,854 shares
    Change vs previous 13F +5,068 shares

    3.22% of the 13F portfolio, value $9,877,792.

    13F-HR 0001975550-25-000001 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,786 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $6,762,356.

    13F-HR 0001975550-24-000009 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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