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Disclosery

Green Ridge Wealth Planning LLC: SPY position timeline

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

Green Ridge Wealth Planning LLC held 4,172 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,172 shares
    Change vs previous 13F +31 shares

    1.28% of the 13F portfolio, value $3,181,589.

    13F-HR 0002085853-26-001104 filed by Green Ridge Wealth Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,141 shares
    Change vs previous 13F +512 shares

    1.3% of the 13F portfolio, value $3,092,010.

    13F-HR 0002085853-26-000649 filed by Green Ridge Wealth Planning 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 3,629 shares
    Change vs previous 13F -15 shares

    1.24% of the 13F portfolio, value $2,360,266.

    13F-HR 0002085853-26-000332 filed by Green Ridge Wealth Planning 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 3,644 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,485,083.

    13F-HR 0002085853-26-000297 filed by Green Ridge Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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