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LIBERTY SQUARE WEALTH PARTNERS LLC: SPY position timeline

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

LIBERTY SQUARE WEALTH PARTNERS LLC held 6,063 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,063 shares
    Change vs previous 13F -347 shares

    1.08% of the 13F portfolio, value $4,527,826.

    13F-HR 0001951757-26-001202 filed by LIBERTY SQUARE WEALTH PARTNERS 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 6,410 shares
    Change vs previous 13F -1,441 shares

    1.16% of the 13F portfolio, value $4,168,730.

    13F-HR 0001951757-26-000787 filed by LIBERTY SQUARE WEALTH PARTNERS 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 7,851 shares
    Change vs previous 13F +217 shares

    1.53% of the 13F portfolio, value $5,353,793.

    13F-HR 0001951757-26-000420 filed by LIBERTY SQUARE WEALTH PARTNERS 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 7,634 shares
    Change vs previous 13F +377 shares

    1.57% of the 13F portfolio, value $5,085,644.

    13F-HR 0001951757-25-001294 filed by LIBERTY SQUARE WEALTH PARTNERS 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 7,257 shares
    Change vs previous 13F +4 shares

    1.55% of the 13F portfolio, value $4,483,749.

    13F-HR 0001951757-25-000994 filed by LIBERTY SQUARE WEALTH PARTNERS 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 7,253 shares
    Change vs previous 13F -220 shares

    1.55% of the 13F portfolio, value $4,057,261.

    13F-HR 0001951757-25-000475 filed by LIBERTY SQUARE WEALTH PARTNERS 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 7,473 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $4,556,294.

    13F-HR 0001951757-25-000275 filed by LIBERTY SQUARE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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