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GC Wealth Management RIA, LLC: SPY position timeline

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

GC Wealth Management RIA, LLC held 38,398 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,398 shares
    Change vs previous 13F -12,984 shares

    1.65% of the 13F portfolio, value $28,674,465.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, 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 51,382 shares
    Change vs previous 13F +6,242 shares

    1.38% of the 13F portfolio, value $33,415,754.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, 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 45,140 shares
    Change vs previous 13F +9,470 shares

    1.13% of the 13F portfolio, value $30,781,552.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, 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 35,670 shares
    Change vs previous 13F +6,170 shares

    0.78% of the 13F portfolio, value $23,762,367.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, 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 29,500 shares
    Change vs previous 13F +2,003 shares

    1.49% of the 13F portfolio, value $18,226,432.

    13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, 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 27,497 shares
    Change vs previous 13F +261 shares

    2.82% of the 13F portfolio, value $15,381,531.

    13F-HR 0001172661-25-001674 filed by GC Wealth Management RIA, 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 27,236 shares
    Change vs previous 13F -1,338 shares

    2.81% of the 13F portfolio, value $15,962,753.

    13F-HR 0001172661-25-000589 filed by GC Wealth Management RIA, 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 28,574 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $16,394,360.

    13F-HR 0001172661-24-004458 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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