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Hassell Wealth Management, LLC: SPY position timeline

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

Hassell Wealth Management, LLC held 5,445 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,445 shares
    Change vs previous 13F +14 shares

    1.24% of the 13F portfolio, value $4,058,330.

    13F-HR 0001965270-26-000008 filed by Hassell 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 5,431 shares
    Change vs previous 13F +16 shares

    1.19% of the 13F portfolio, value $3,531,857.

    13F-HR 0001965270-26-000004 filed by Hassell 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 5,415 shares
    Change vs previous 13F -204 shares

    1.25% of the 13F portfolio, value $3,745,501.

    13F-HR 0001965270-26-000002 filed by Hassell 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 5,619 shares
    Change vs previous 13F +198 shares

    1.3% of the 13F portfolio, value $3,743,332.

    13F-HR 0001965270-25-000008 filed by Hassell 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 5,421 shares
    Change vs previous 13F +17 shares

    1.26% of the 13F portfolio, value $3,437,790.

    13F-HR 0001085146-25-004163 filed by Hassell 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 5,404 shares
    Change vs previous 13F -1,500 shares

    1.24% of the 13F portfolio, value $2,913,435.

    13F-HR 0001085146-25-002126 filed by Hassell 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 6,904 shares
    Change vs previous 13F -91 shares

    1.68% of the 13F portfolio, value $4,173,648.

    13F-HR 0001085146-25-000652 filed by Hassell 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 6,995 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $3,977,358.

    13F-HR 0001085146-24-005379 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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