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Hedeker Wealth, LLC: SPY position timeline

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

Hedeker Wealth, LLC held 13,605 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,605 shares
    Change vs previous 13F -483 shares

    1.94% of the 13F portfolio, value $10,159,806.

    13F-HR 0001172661-26-003060 filed by Hedeker Wealth, 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 14,088 shares
    Change vs previous 13F -825 shares

    1.93% of the 13F portfolio, value $9,161,990.

    13F-HR 0001172661-26-001655 filed by Hedeker Wealth, 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 14,913 shares
    Change vs previous 13F -93 shares

    2.13% of the 13F portfolio, value $10,169,473.

    13F-HR 0001172661-26-000275 filed by Hedeker Wealth, 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 15,006 shares
    Change vs previous 13F -411 shares

    2.08% of the 13F portfolio, value $9,996,697.

    13F-HR 0001172661-25-004345 filed by Hedeker Wealth, 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 15,417 shares
    Change vs previous 13F +77 shares

    2.22% of the 13F portfolio, value $9,525,393.

    13F-HR 0001172661-25-002984 filed by Hedeker Wealth, 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 15,340 shares
    Change vs previous 13F -8,017 shares

    2.31% of the 13F portfolio, value $8,581,043.

    13F-HR 0001172661-25-001587 filed by Hedeker Wealth, 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 23,357 shares
    Change vs previous 13F -2,224 shares

    3.41% of the 13F portfolio, value $13,689,071.

    13F-HR 0001172661-25-000370 filed by Hedeker Wealth, 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 25,581 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $14,677,355.

    13F-HR 0001172661-24-004361 filed by Hedeker Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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