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Infinity Wealth Counsel, LLC: SPY position timeline

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

Infinity Wealth Counsel, LLC held 1,530 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,530 shares
    Change vs previous 13F -45 shares

    0.92% of the 13F portfolio, value $1,142,558.

    13F-HR 0001172661-26-002532 filed by Infinity Wealth Counsel, 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 1,575 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $1,024,286.

    13F-HR 0001172661-26-001412 filed by Infinity Wealth Counsel, 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 1,575 shares
    Change vs previous 13F -20 shares

    0.98% of the 13F portfolio, value $1,074,024.

    13F-HR 0001172661-26-000195 filed by Infinity Wealth Counsel, 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 1,595 shares
    Change vs previous 13F -43 shares

    1.03% of the 13F portfolio, value $1,062,557.

    13F-HR 0001172661-25-004179 filed by Infinity Wealth Counsel, 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 1,638 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $1,012,038.

    13F-HR 0001172661-25-002573 filed by Infinity Wealth Counsel, 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 1,638 shares
    Change vs previous 13F -25 shares

    0.99% of the 13F portfolio, value $916,281.

    13F-HR 0001172661-25-001719 filed by Infinity Wealth Counsel, 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 1,663 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $974,651.

    13F-HR 0001172661-25-001718 filed by Infinity Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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