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Disclosery

MA Private Wealth: SPY position timeline

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

MA Private Wealth held 2,712 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,712 shares
    Change vs previous 13F +124 shares

    0.3% of the 13F portfolio, value $2,025,240.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 2,588 shares
    Change vs previous 13F +204 shares

    0.28% of the 13F portfolio, value $1,683,080.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 2,384 shares
    Change vs previous 13F -334 shares

    0.27% of the 13F portfolio, value $1,625,697.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 2,718 shares
    Change vs previous 13F -50 shares

    0.3% of the 13F portfolio, value $1,810,677.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 2,768 shares
    Change vs previous 13F -119 shares

    0.31% of the 13F portfolio, value $1,710,209.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 2,887 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,614,959.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 2,887 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,692,013.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 2,887 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,656,445.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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