Skip to content
Disclosery

Jupiter Wealth Management LLC: SPY position timeline

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

Jupiter Wealth Management LLC held 14,852 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,852 shares
    Change vs previous 13F +150 shares

    4.44% of the 13F portfolio, value $11,090,725.

    13F-HR 0001774207-26-000003 filed by Jupiter 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 14,702 shares
    Change vs previous 13F +410 shares

    4.31% of the 13F portfolio, value $10,913,140.

    13F-HR 0001774207-26-000002 filed by Jupiter 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 14,292 shares
    Change vs previous 13F +603 shares

    4.34% of the 13F portfolio, value $9,736,889.

    13F-HR 0001774207-26-000001 filed by Jupiter 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 13,689 shares
    Change vs previous 13F +151 shares

    4.31% of the 13F portfolio, value $9,119,561.

    13F-HR 0001774207-25-000006 filed by Jupiter 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 13,538 shares
    Change vs previous 13F -125 shares

    4.41% of the 13F portfolio, value $8,730,736.

    13F-HR 0001774207-25-000004 filed by Jupiter 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 13,663 shares
    Change vs previous 13F -1,446 shares

    4.92% of the 13F portfolio, value $8,127,267.

    13F-HR 0001774207-25-000003 filed by Jupiter 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 15,109 shares
    Change vs previous 13F +2,486 shares

    4.44% of the 13F portfolio, value $8,855,261.

    13F-HR 0001774207-25-000001 filed by Jupiter 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 12,623 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $7,242,572.

    13F-HR 0001774207-24-000005 filed by Jupiter Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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