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Disclosery

King Wealth Management Group: SPY position timeline

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

King Wealth Management Group held 80,417 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 80,417 shares
    Change vs previous 13F -796 shares

    6.57% of the 13F portfolio, value $60,053,000.

    13F-HR 0001568235-26-000008 filed by King Wealth Management Group
    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 81,213 shares
    Change vs previous 13F +7,209 shares

    6.6% of the 13F portfolio, value $52,816,000.

    13F-HR 0001568235-26-000005 filed by King Wealth Management Group
    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 74,004 shares
    Change vs previous 13F +1,113 shares

    6.08% of the 13F portfolio, value $50,465,000.

    13F-HR 0001568235-26-000003 filed by King Wealth Management Group
    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 72,891 shares
    Change vs previous 13F -397 shares

    6.1% of the 13F portfolio, value $48,559,000.

    13F-HR 0001568235-25-000013 filed by King Wealth Management Group
    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 73,288 shares
    Change vs previous 13F +17,828 shares

    6.14% of the 13F portfolio, value $45,281,000.

    13F-HR 0001568235-25-000011 filed by King Wealth Management Group
    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 55,460 shares
    Change vs previous 13F +2,475 shares

    4.7% of the 13F portfolio, value $31,024,000.

    13F-HR 0001568235-25-000006 filed by King Wealth Management Group
    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 52,985 shares
    Change vs previous 13F +483 shares

    4.53% of the 13F portfolio, value $31,053,000.

    13F-HR 0001568235-25-000004 filed by King Wealth Management Group
    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 52,502 shares
    Change vs previous 13F not available

    4.69% of the 13F portfolio, value $30,123,000.

    13F-HR 0001568235-24-000012 filed by King Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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