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Disclosery

FMFE Wealth Management, LLC: SPY position timeline

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

FMFE Wealth Management, LLC held 723 SPY shares at 2024-06-30 per its 13F-HR filed 2024-08-13.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 723 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $393,600.

    13F-HR 0001085146-24-003743 filed by FMFE 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 ended2024-03-31
    13F 723 shares
    Change vs previous 13F +7 shares

    0.35% of the 13F portfolio, value $378,303.

    13F-HR 0001085146-24-002408 filed by FMFE 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 ended2023-12-31
    13F 716 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $340,322.

    13F-HR 0001085146-24-002369 filed by FMFE Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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