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Disclosery

Expressive Wealth LLC: SPY position timeline

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

Expressive Wealth LLC held 2,353 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,353 shares
    Change vs previous 13F -363 shares

    1.66% of the 13F portfolio, value $1,757,309.

    13F-HR 0002026980-26-000006 filed by Expressive 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 2,716 shares
    Change vs previous 13F -9 shares

    1.9% of the 13F portfolio, value $1,993,239.

    13F-HR 0002026980-26-000002 filed by Expressive 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 2,725 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $1,858,377.

    13F-HR 0002026980-26-000001 filed by Expressive Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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