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Marietta Wealth Management, LLC: SPY position timeline

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

Marietta Wealth Management, LLC held 8,619 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 8,619 shares
    Change vs previous 13F -340 shares

    0.66% of the 13F portfolio, value $6,436,703.

    13F-HR 0001697847-26-000006 filed by Marietta Wealth Management, 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 8,959 shares
    Change vs previous 13F +21 shares

    0.69% of the 13F portfolio, value $5,826,241.

    13F-HR 0001697847-26-000003 filed by Marietta Wealth Management, 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 8,938 shares
    Change vs previous 13F -121 shares

    0.7% of the 13F portfolio, value $6,094,793.

    13F-HR 0001697847-26-000002 filed by Marietta Wealth Management, 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 9,059 shares
    Change vs previous 13F -26 shares

    0.74% of the 13F portfolio, value $6,035,112.

    13F-HR 0001697847-25-000007 filed by Marietta Wealth Management, 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 9,085 shares
    Change vs previous 13F +437 shares

    0.73% of the 13F portfolio, value $5,613,167.

    13F-HR 0001697847-25-000005 filed by Marietta Wealth Management, 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 8,648 shares
    Change vs previous 13F -123 shares

    0.71% of the 13F portfolio, value $4,837,605.

    13F-HR 0001697847-25-000003 filed by Marietta Wealth Management, 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 8,771 shares
    Change vs previous 13F +347 shares

    0.74% of the 13F portfolio, value $5,140,508.

    13F-HR 0001697847-25-000002 filed by Marietta Wealth Management, 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 8,424 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $4,833,354.

    13F-HR 0001697847-24-000005 filed by Marietta Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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