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Disclosery

Coral Wealth Management, LLC: SPY position timeline

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

Coral Wealth Management, LLC held 23,144 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 23,144 shares
    Change vs previous 13F -3 shares

    14.16% of the 13F portfolio, value $17,283,245.

    13F-HR 0001172661-26-003034 filed by Coral Wealth Management, 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 23,147 shares
    Change vs previous 13F not available

    16.83% of the 13F portfolio, value $15,053,000.

    13F-HR 0001172661-26-002197 filed by Coral Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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