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Elyxium Wealth, LLC: SPY position timeline

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

Elyxium Wealth, LLC held 14,684 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,684 shares
    Change vs previous 13F +3,075 shares

    1.15% of the 13F portfolio, value $10,965,424.

    13F-HR 0002043538-26-000003 filed by Elyxium Wealth, 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 11,609 shares
    Change vs previous 13F -130 shares

    2.42% of the 13F portfolio, value $7,549,797.

    13F-HR 0002043538-26-000002 filed by Elyxium 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 ended2025-12-31
    13F 11,739 shares
    Change vs previous 13F -25 shares

    2.33% of the 13F portfolio, value $8,005,059.

    13F-HR 0002043538-26-000001 filed by Elyxium 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 ended2025-09-30
    13F 11,764 shares
    Change vs previous 13F +671 shares

    2.73% of the 13F portfolio, value $7,836,941.

    13F-HR 0002043538-25-000009 filed by Elyxium 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 ended2025-06-30
    13F 11,093 shares
    Change vs previous 13F -69 shares

    2.57% of the 13F portfolio, value $6,853,810.

    13F-HR 0002043538-25-000005 filed by Elyxium 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 ended2025-03-31
    13F 11,162 shares
    Change vs previous 13F +1,335 shares

    2.77% of the 13F portfolio, value $6,243,911.

    13F-HR 0002043538-25-000003 filed by Elyxium 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 ended2024-12-31
    13F 9,827 shares
    Change vs previous 13F -171 shares

    3.51% of the 13F portfolio, value $5,759,408.

    13F-HR 0002043538-25-000002 filed by Elyxium Wealth, 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 9,998 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $5,736,453.

    13F-HR 0002043538-24-000001 filed by Elyxium Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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