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EAGLE WEALTH STRATEGIES LLC: SPY position timeline

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

EAGLE WEALTH STRATEGIES LLC held 5,077 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,077 shares
    Change vs previous 13F +27 shares

    1.45% of the 13F portfolio, value $3,790,988.

    13F-HR 0001951757-26-000962 filed by EAGLE WEALTH STRATEGIES 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 5,050 shares
    Change vs previous 13F -25 shares

    1.44% of the 13F portfolio, value $3,283,970.

    13F-HR 0001951757-26-000565 filed by EAGLE WEALTH STRATEGIES 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 5,075 shares
    Change vs previous 13F -92 shares

    1.61% of the 13F portfolio, value $3,460,863.

    13F-HR 0001951757-26-000006 filed by EAGLE WEALTH STRATEGIES 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 5,167 shares
    Change vs previous 13F -144 shares

    1.71% of the 13F portfolio, value $3,442,202.

    13F-HR 0001951757-25-001331 filed by EAGLE WEALTH STRATEGIES 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 5,311 shares
    Change vs previous 13F +2 shares

    1.84% of the 13F portfolio, value $3,281,221.

    13F-HR 0001951757-25-000881 filed by EAGLE WEALTH STRATEGIES 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 5,309 shares
    Change vs previous 13F +1 shares

    1.82% of the 13F portfolio, value $2,969,726.

    13F-HR 0001951757-25-000342 filed by EAGLE WEALTH STRATEGIES 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 5,308 shares
    Change vs previous 13F +924 shares

    2.25% of the 13F portfolio, value $3,110,773.

    13F-HR 0001951757-25-000062 filed by EAGLE WEALTH STRATEGIES 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 4,384 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $2,515,165.

    13F-HR 0001951757-24-000988 filed by EAGLE WEALTH STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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