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Latko Wealth Management, Ltd.: SPY position timeline

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

Latko Wealth Management, Ltd. held 12,720 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,720 shares
    Change vs previous 13F -122 shares

    4.03% of the 13F portfolio, value $9,499,206.

    13F-HR 0001937769-26-000004 filed by Latko Wealth Management, Ltd.
    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 12,842 shares
    Change vs previous 13F -526 shares

    4.07% of the 13F portfolio, value $8,351,574.

    13F-HR 0001937769-26-000003 filed by Latko Wealth Management, Ltd.
    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 13,368 shares
    Change vs previous 13F -394 shares

    4.46% of the 13F portfolio, value $9,116,195.

    13F-HR 0001937769-26-000002 filed by Latko Wealth Management, Ltd.
    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 13,762 shares
    Change vs previous 13F -308 shares

    4.65% of the 13F portfolio, value $9,168,201.

    13F-HR 0001937769-25-000009 filed by Latko Wealth Management, Ltd.
    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 14,070 shares
    Change vs previous 13F -119 shares

    4.89% of the 13F portfolio, value $8,693,000.

    13F-HR 0001937769-25-000006 filed by Latko Wealth Management, Ltd.
    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 14,189 shares
    Change vs previous 13F -321 shares

    5.15% of the 13F portfolio, value $7,937,000.

    13F-HR 0001937769-25-000005 filed by Latko Wealth Management, Ltd.
    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 14,510 shares
    Change vs previous 13F -341 shares

    5.04% of the 13F portfolio, value $8,504,000.

    13F-HR 0001937769-25-000001 filed by Latko Wealth Management, Ltd.
    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 14,851 shares
    Change vs previous 13F not available

    5.17% of the 13F portfolio, value $8,521,000.

    13F-HR 0001937769-24-000001 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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