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Frontier Wealth Management LLC: SPY position timeline

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

Frontier Wealth Management LLC held 4,989 SPY shares at 2022-06-30 per its 13F-HR/A filed 2022-08-15.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F/A 4,989 shares
    Change vs previous 13F -1,679 shares

    0.14% of the 13F portfolio, value $1,882,000.

    13F-HR/A 0001085146-22-003057 filed by Frontier 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 ended2022-03-31
    13F 6,668 shares
    Change vs previous 13F +181 shares

    0.04% of the 13F portfolio, value $2,923,000.

    13F-HR 0001085146-22-002076 filed by Frontier 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 ended2021-12-31
    13F 6,487 shares
    Change vs previous 13F -83 shares

    0.2% of the 13F portfolio, value $3,081,000.

    13F-HR 0001085146-22-000509 filed by Frontier 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 ended2021-09-30
    13F 6,570 shares
    Change vs previous 13F +940 shares

    0.19% of the 13F portfolio, value $2,819,000.

    13F-HR 0001085146-21-003136 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 5,630 shares
    Change vs previous 13F -226 shares

    0.17% of the 13F portfolio, value $2,410,000.

    13F-HR 0001085146-21-002471 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 5,856 shares
    Change vs previous 13F +80 shares

    0.18% of the 13F portfolio, value $2,321,000.

    13F-HR 0001085146-21-001775 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-12-31
    13F 5,776 shares
    Change vs previous 13F -157 shares

    0.18% of the 13F portfolio, value $2,160,000.

    13F-HR 0001085146-21-000993 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-09-30
    13F 5,933 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,987,000.

    13F-HR 0001085146-20-002949 filed by Frontier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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