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Darwin Wealth Management, LLC: SPY position timeline

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

Darwin Wealth Management, LLC held 778 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 778 shares
    Change vs previous 13F -14 shares

    0.16% of the 13F portfolio, value $581,088.

    13F-HR 0001663224-26-000003 filed by Darwin 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 792 shares
    Change vs previous 13F -1,886 shares

    0.16% of the 13F portfolio, value $515,652.

    13F-HR 0001663224-26-000002 filed by Darwin Wealth Management, 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 2,678 shares
    Change vs previous 13F +1,898 shares

    0.17% of the 13F portfolio, value $540,271.

    13F-HR 0001663224-26-000001 filed by Darwin Wealth Management, 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 780 shares
    Change vs previous 13F +27 shares

    0.17% of the 13F portfolio, value $520,144.

    13F-HR 0001663224-25-000009 filed by Darwin Wealth Management, 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 753 shares
    Change vs previous 13F -383 shares

    0.16% of the 13F portfolio, value $465,684.

    13F-HR 0001663224-25-000002 filed by Darwin Wealth Management, 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 1,136 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $666,006.

    13F-HR 0001663224-25-000005 filed by Darwin Wealth Management, 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/A 1,136 shares
    Change vs previous 13F +53 shares

    0.22% of the 13F portfolio, value $666,006.

    13F-HR/A 0001663224-25-000008 filed by Darwin Wealth Management, 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 1,083 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $621,134.

    13F-HR 0001663224-24-000003 filed by Darwin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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