Elite Wealth Management, Inc.: SPY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elite Wealth Management, Inc. on SPY, newest first. How the timeline and the estimate are built.
Elite Wealth Management, Inc. held 1,512 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,512 sharesChange vs previous 13F -470 shares
0.33% of the 13F portfolio, value $1,129,382.
13F-HR 0001622757-26-000004 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,982 sharesChange vs previous 13F -301 shares
0.42% of the 13F portfolio, value $1,289,260.
13F-HR 0001622757-26-000003 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,283 sharesChange vs previous 13F -361 shares
0.42% of the 13F portfolio, value $1,556,696.
13F-HR 0001622757-26-000002 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,644 sharesChange vs previous 13F +196 shares
0.46% of the 13F portfolio, value $1,761,071.
13F-HR 0001622757-25-000008 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,448 sharesChange vs previous 13F -1,679 shares
0.5% of the 13F portfolio, value $1,512,573.
13F-HR 0001622757-25-000004 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,127 sharesChange vs previous 13F -485 shares
0.66% of the 13F portfolio, value $2,308,415.
13F-HR 0001622757-25-000003 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,612 sharesChange vs previous 13F -262 shares
0.63% of the 13F portfolio, value $2,703,292.
13F-HR 0001622757-25-000002 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,874 sharesChange vs previous 13F not available
0.64% of the 13F portfolio, value $2,796,594.
13F-HR 0001622757-24-000006 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).