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Greenhouse Wealth Management, LLC: SPY position timeline

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

Greenhouse Wealth Management, LLC held 69,963 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,963 shares
    Change vs previous 13F -17,994 shares

    36.69% of the 13F portfolio, value $52,197,767.

    13F-HR 0001951757-26-001111 filed by Greenhouse 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 ended2026-03-31
    13F 87,957 shares
    Change vs previous 13F -1,040 shares

    35.33% of the 13F portfolio, value $57,136,307.

    13F-HR 0001951757-26-000710 filed by Greenhouse 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 ended2025-12-31
    13F 88,997 shares
    Change vs previous 13F -1,917 shares

    35.89% of the 13F portfolio, value $60,689,146.

    13F-HR 0001951757-26-000266 filed by Greenhouse 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 ended2025-09-30
    13F 90,914 shares
    Change vs previous 13F -1,538 shares

    36.37% of the 13F portfolio, value $60,564,767.

    13F-HR 0001951757-25-001212 filed by Greenhouse 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 ended2025-06-30
    13F 92,452 shares
    Change vs previous 13F +4,619 shares

    36.78% of the 13F portfolio, value $57,095,142.

    13F-HR 0001951757-25-000883 filed by Greenhouse 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 ended2025-03-31
    13F 87,833 shares
    Change vs previous 13F -5,677 shares

    36.71% of the 13F portfolio, value $49,117,991.

    13F-HR 0001951757-25-000379 filed by Greenhouse 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 ended2024-12-31
    13F 93,510 shares
    Change vs previous 13F -554 shares

    36.23% of the 13F portfolio, value $54,804,237.

    13F-HR 0001951757-25-000027 filed by Greenhouse 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 ended2024-09-30
    13F 94,064 shares
    Change vs previous 13F not available

    36.34% of the 13F portfolio, value $53,948,597.

    13F-HR 0001951757-24-000991 filed by Greenhouse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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