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Disclosery

Linscomb Wealth, Inc.: SPY position timeline

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

Linscomb Wealth, Inc. held 11,264 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,264 shares
    Change vs previous 13F -290 shares

    0.36% of the 13F portfolio, value $8,411,667.

    13F-HR 0001172661-26-003004 filed by Linscomb Wealth, Inc.
    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 11,554 shares
    Change vs previous 13F -1,952 shares

    0.33% of the 13F portfolio, value $7,513,860.

    13F-HR 0001172661-26-001653 filed by Linscomb Wealth, Inc.
    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 13,506 shares
    Change vs previous 13F -209 shares

    0.39% of the 13F portfolio, value $9,210,057.

    13F-HR 0001172661-26-000549 filed by Linscomb Wealth, Inc.
    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 13,715 shares
    Change vs previous 13F -299 shares

    0.39% of the 13F portfolio, value $9,136,703.

    13F-HR 0001172661-25-004582 filed by Linscomb Wealth, Inc.
    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 14,014 shares
    Change vs previous 13F -996 shares

    0.4% of the 13F portfolio, value $8,658,591.

    13F-HR 0001172661-25-002865 filed by Linscomb Wealth, Inc.
    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 15,010 shares
    Change vs previous 13F -23 shares

    0.42% of the 13F portfolio, value $8,396,481.

    13F-HR 0001172661-25-001697 filed by Linscomb Wealth, Inc.
    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 15,033 shares
    Change vs previous 13F -384 shares

    0.44% of the 13F portfolio, value $8,810,580.

    13F-HR 0001172661-25-000505 filed by Linscomb Wealth, Inc.
    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 15,417 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $8,845,696.

    13F-HR 0001172661-24-004484 filed by Linscomb Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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