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Lee, Kelleher & Klein Wealth Management: SPY position timeline

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

Lee, Kelleher & Klein Wealth Management held 18,021 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,021 shares
    Change vs previous 13F -74 shares

    7.07% of the 13F portfolio, value $13,743,355.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,095 shares
    Change vs previous 13F -176 shares

    7.07% of the 13F portfolio, value $13,512,803.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,271 shares
    Change vs previous 13F -106 shares

    7.07% of the 13F portfolio, value $11,882,362.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,377 shares
    Change vs previous 13F +108 shares

    7.48% of the 13F portfolio, value $12,531,644.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,269 shares
    Change vs previous 13F -515 shares

    7.5% of the 13F portfolio, value $12,170,442.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,784 shares
    Change vs previous 13F -471 shares

    7.71% of the 13F portfolio, value $11,605,694.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 19,255 shares
    Change vs previous 13F +457 shares

    7.92% of the 13F portfolio, value $10,771,054.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,798 shares
    Change vs previous 13F not available

    7.85% of the 13F portfolio, value $11,017,132.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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