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Disclosery

LWM Advisory Services, LLC: SPY position timeline

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

LWM Advisory Services, LLC held 7,977 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,977 shares
    Change vs previous 13F -13,896 shares

    10.63% of the 13F portfolio, value $5,957,350.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, 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 21,873 shares
    Change vs previous 13F -23,324 shares

    15.19% of the 13F portfolio, value $14,225,315.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, 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 45,197 shares
    Change vs previous 13F +834 shares

    18.06% of the 13F portfolio, value $30,820,843.

    13F-HR 0001420506-26-000307 filed by LWM Advisory Services, 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 44,363 shares
    Change vs previous 13F +23,573 shares

    17.23% of the 13F portfolio, value $29,554,297.

    13F-HR 0001420506-25-003490 filed by LWM Advisory Services, 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 20,790 shares
    Change vs previous 13F +943 shares

    8.86% of the 13F portfolio, value $12,845,271.

    13F-HR 0001420506-25-002140 filed by LWM Advisory Services, 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 19,847 shares
    Change vs previous 13F -15,321 shares

    7.71% of the 13F portfolio, value $11,101,962.

    13F-HR 0001420506-25-001019 filed by LWM Advisory Services, 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 35,168 shares
    Change vs previous 13F -1,091 shares

    14.33% of the 13F portfolio, value $20,611,136.

    13F-HR 0001420506-25-000111 filed by LWM Advisory Services, LLC
    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 36,259 shares
    Change vs previous 13F not available

    15.41% of the 13F portfolio, value $20,804,035.

    13F-HR 0001420506-24-002370 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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