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Disclosery

Equity Wealth Partners, LLC: SPY position timeline

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

Equity Wealth Partners, LLC held 14,920 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,920 shares
    Change vs previous 13F -706 shares

    4% of the 13F portfolio, value $11,142,030.

    13F-HR 0002097037-26-000009 filed by Equity Wealth Partners, 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 15,626 shares
    Change vs previous 13F -649 shares

    6.57% of the 13F portfolio, value $10,162,229.

    13F-HR 0002097037-26-000004 filed by Equity Wealth Partners, 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 16,275 shares
    Change vs previous 13F +2,952 shares

    7.2% of the 13F portfolio, value $11,098,458.

    13F-HR 0002097037-26-000002 filed by Equity Wealth Partners, 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 13,323 shares
    Change vs previous 13F not available

    7.2% of the 13F portfolio, value $8,875,815.

    13F-HR 0002097037-25-000003 filed by Equity Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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