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Disclosery

Glassman Wealth Services: SPY position timeline

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

Glassman Wealth Services held 15,179 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,179 shares
    Change vs previous 13F +1,944 shares

    1.36% of the 13F portfolio, value $11,334,869.

    13F-HR 0001642160-26-000005 filed by Glassman Wealth Services
    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 13,235 shares
    Change vs previous 13F +496 shares

    1.17% of the 13F portfolio, value $8,607,002.

    13F-HR 0001642160-26-000003 filed by Glassman Wealth Services
    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 12,739 shares
    Change vs previous 13F -253 shares

    1.17% of the 13F portfolio, value $8,686,697.

    13F-HR 0001642160-26-000001 filed by Glassman Wealth Services
    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 12,992 shares
    Change vs previous 13F -15 shares

    1.22% of the 13F portfolio, value $8,654,737.

    13F-HR 0001642160-25-000008 filed by Glassman Wealth Services
    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 13,007 shares
    Change vs previous 13F +414 shares

    1.23% of the 13F portfolio, value $8,036,292.

    13F-HR 0001642160-25-000007 filed by Glassman Wealth Services
    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 12,593 shares
    Change vs previous 13F -5 shares

    1.18% of the 13F portfolio, value $7,044,133.

    13F-HR 0001642160-25-000003 filed by Glassman Wealth Services
    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 12,598 shares
    Change vs previous 13F -5 shares

    1.24% of the 13F portfolio, value $7,383,520.

    13F-HR 0001642160-25-000002 filed by Glassman Wealth Services
    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 12,603 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $7,230,997.

    13F-HR 0001642160-24-000006 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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