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GK Wealth Management LLC: SPY position timeline

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

GK Wealth Management LLC held 1,534 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,534 shares
    Change vs previous 13F -595 shares

    0.66% of the 13F portfolio, value $1,170,167.

    13F-HR 0002069222-26-000005 filed by GK Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,129 shares
    Change vs previous 13F +1,730 shares

    0.96% of the 13F portfolio, value $1,590,606.

    13F-HR 0002069222-26-000003 filed by GK 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 ended2026-03-31
    13F 399 shares
    Change vs previous 13F -1,616 shares

    0.22% of the 13F portfolio, value $252,375.

    13F-HR 0002069222-26-000002 filed by GK 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 ended2025-12-31
    13F 2,015 shares
    Change vs previous 13F +33 shares

    1.01% of the 13F portfolio, value $1,373,815.

    13F-HR 0002069222-26-000001 filed by GK 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 ended2025-09-30
    13F 1,982 shares
    Change vs previous 13F +604 shares

    0.98% of the 13F portfolio, value $1,320,052.

    13F-HR 0002069222-25-000001 filed by GK 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 ended2025-06-30
    13F 1,378 shares
    Change vs previous 13F +60 shares

    0.85% of the 13F portfolio, value $851,182.

    13F-HR 0001754960-25-000328 filed by GK 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 ended2025-03-31
    13F/A 1,318 shares
    Change vs previous 13F +288 shares

    0.92% of the 13F portfolio, value $737,510.

    13F-HR/A 0001754960-25-000327 filed by GK 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 ended2024-12-31
    13F 1,030 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $604,075.

    13F-HR 0001754960-25-000309 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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