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Disclosery

Councilor Wealth, LLC: SPY position timeline

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

Councilor Wealth, LLC held 667 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 667 shares
    Change vs previous 13F -16 shares

    0.21% of the 13F portfolio, value $508,674.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 683 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $510,044.

    13F-HR 0001172661-26-002707 filed by Councilor 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 ended2026-03-31
    13F 683 shares
    Change vs previous 13F -62 shares

    0.22% of the 13F portfolio, value $444,182.

    13F-HR 0001172661-26-001795 filed by Councilor 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 ended2025-12-31
    13F 745 shares
    Change vs previous 13F -256 shares

    0.24% of the 13F portfolio, value $508,030.

    13F-HR 0001172661-26-000354 filed by Councilor 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 ended2025-09-30
    13F 1,001 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $666,846.

    13F-HR 0001172661-25-004615 filed by Councilor 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 ended2025-06-30
    13F 1,001 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $618,468.

    13F-HR 0001172661-25-002765 filed by Councilor 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 ended2025-03-31
    13F 1,001 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $559,949.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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