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ICW Investment Advisors LLC: SPY position timeline

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

ICW Investment Advisors LLC held 3,756 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,756 shares
    Change vs previous 13F +7 shares

    0.98% of the 13F portfolio, value $2,804,797.

    13F-HR 0001172661-26-003072 filed by ICW Investment Advisors 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 3,749 shares
    Change vs previous 13F -1,089 shares

    0.88% of the 13F portfolio, value $2,438,255.

    13F-HR 0001172661-26-001646 filed by ICW Investment Advisors 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 4,838 shares
    Change vs previous 13F +1,139 shares

    1.2% of the 13F portfolio, value $3,299,086.

    13F-HR 0001172661-26-000547 filed by ICW Investment Advisors 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 3,699 shares
    Change vs previous 13F +10 shares

    0.9% of the 13F portfolio, value $2,463,959.

    13F-HR 0001172661-25-004610 filed by ICW Investment Advisors 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 3,689 shares
    Change vs previous 13F -15 shares

    0.9% of the 13F portfolio, value $2,279,466.

    13F-HR 0001172661-25-003376 filed by ICW Investment Advisors 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 3,704 shares
    Change vs previous 13F +10 shares

    0.84% of the 13F portfolio, value $2,072,252.

    13F-HR 0001172661-25-002182 filed by ICW Investment Advisors 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 3,694 shares
    Change vs previous 13F +6 shares

    0.9% of the 13F portfolio, value $2,164,723.

    13F-HR 0001172661-25-000660 filed by ICW Investment Advisors 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 3,688 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,116,317.

    13F-HR 0001172661-24-004575 filed by ICW Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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