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
- period ended2026-06-3013F 69,963 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 87,957 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 88,997 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 90,914 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 92,452 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 87,833 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 93,510 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 94,064 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).