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GW HENSSLER & ASSOCIATES LTD: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GW HENSSLER & ASSOCIATES LTD on SPY, newest first. How the timeline and the estimate are built.

GW HENSSLER & ASSOCIATES LTD held 5,894 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,894 shares
    Change vs previous 13F +317 shares

    0.2% of the 13F portfolio, value $4,401,730.

    13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
    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 5,577 shares
    Change vs previous 13F -3,673 shares

    0.17% of the 13F portfolio, value $3,626,673.

    13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
    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 9,250 shares
    Change vs previous 13F +1,959 shares

    0.3% of the 13F portfolio, value $6,307,551.

    13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
    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 7,291 shares
    Change vs previous 13F +1,409 shares

    0.24% of the 13F portfolio, value $4,857,032.

    13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
    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 5,882 shares
    Change vs previous 13F -10,566 shares

    0.19% of the 13F portfolio, value $3,634,480.

    13F-HR 0001080369-25-000009 filed by GW HENSSLER & ASSOCIATES LTD
    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/A 16,448 shares
    Change vs previous 13F +12,962 shares

    0.53% of the 13F portfolio, value $9,200,839.

    13F-HR/A 0001080369-25-000007 filed by GW HENSSLER & ASSOCIATES LTD
    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 3,486 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $2,000,145.

    13F-HR 0001080369-25-000002 filed by GW HENSSLER & ASSOCIATES LTD
    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 3,485 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,999,572.

    13F-HR 0001080369-24-000008 filed by GW HENSSLER & ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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