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Disclosery

Lynch Investment Planning, LLC: SPY position timeline

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

Lynch Investment Planning, LLC held 18,066 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,066 shares
    Change vs previous 13F +995 shares

    10.37% of the 13F portfolio, value $13,490,815.

    13F-HR 0001754960-26-000556 filed by Lynch Investment Planning, 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 17,071 shares
    Change vs previous 13F +1,074 shares

    10% of the 13F portfolio, value $11,132,223.

    13F-HR 0001754960-26-000378 filed by Lynch Investment Planning, 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 15,997 shares
    Change vs previous 13F not available

    10.48% of the 13F portfolio, value $10,941,026.

    13F-HR 0001754960-26-000191 filed by Lynch Investment Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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