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Disclosery

Elk River Wealth Management LLC: SPY position timeline

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

Elk River Wealth Management LLC held 430 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 430 shares
    Change vs previous 13F -32 shares

    0.05% of the 13F portfolio, value $322,066.

    13F-HR 0001951757-26-001253 filed by Elk River 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 462 shares
    Change vs previous 13F -48 shares

    0.05% of the 13F portfolio, value $301,406.

    13F-HR 0001951757-26-000635 filed by Elk River 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 510 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $348,920.

    13F-HR 0001951757-26-000383 filed by Elk River 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 509 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $340,018.

    13F-HR 0001951757-25-001188 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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