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Disclosery

Chicago Wealth Management, Inc.: SPY position timeline

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

Chicago Wealth Management, Inc. held 10,284 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 10,284 shares
    Change vs previous 13F +742 shares

    2.72% of the 13F portfolio, value $7,679,900.

    13F-HR 0001592178-26-000004 filed by Chicago 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 9,542 shares
    Change vs previous 13F +3,723 shares

    2.48% of the 13F portfolio, value $6,205,301.

    13F-HR 0001592178-26-000003 filed by Chicago 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 5,819 shares
    Change vs previous 13F +914 shares

    1.59% of the 13F portfolio, value $3,968,245.

    13F-HR 0001592178-26-000002 filed by Chicago Wealth Management, Inc.
    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 4,905 shares
    Change vs previous 13F +138 shares

    1.42% of the 13F portfolio, value $3,267,559.

    13F-HR 0001592178-25-000008 filed by Chicago Wealth Management, Inc.
    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 4,767 shares
    Change vs previous 13F +331 shares

    1.4% of the 13F portfolio, value $2,945,047.

    13F-HR 0001592178-25-000007 filed by Chicago Wealth Management, Inc.
    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 4,436 shares
    Change vs previous 13F +1,404 shares

    1.3% of the 13F portfolio, value $2,481,595.

    13F-HR 0001592178-25-000002 filed by Chicago Wealth Management, Inc.
    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 3,032 shares
    Change vs previous 13F +1,478 shares

    0.92% of the 13F portfolio, value $1,776,938.

    13F-HR 0001592178-25-000001 filed by Chicago Wealth Management, Inc.
    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 1,554 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $891,466.

    13F-HR 0001592178-24-000005 filed by Chicago Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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