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Mine & Arao Wealth Creation & Management, LLC.: SPY position timeline

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

Mine & Arao Wealth Creation & Management, LLC. held 55,886 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,886 shares
    Change vs previous 13F -72 shares

    15.13% of the 13F portfolio, value $41,733,792.

    13F-HR 0002085853-26-000829 filed by Mine & Arao Wealth Creation & 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 55,958 shares
    Change vs previous 13F -1,274 shares

    15.27% of the 13F portfolio, value $36,391,577.

    13F-HR 0002085853-26-000537 filed by Mine & Arao Wealth Creation & 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 57,232 shares
    Change vs previous 13F +33 shares

    15.27% of the 13F portfolio, value $39,028,062.

    13F-HR 0002085853-26-000097 filed by Mine & Arao Wealth Creation & 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 57,199 shares
    Change vs previous 13F +551 shares

    15.48% of the 13F portfolio, value $38,104,785.

    13F-HR 0002085853-25-000152 filed by Mine & Arao Wealth Creation & 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 56,648 shares
    Change vs previous 13F -426 shares

    15.62% of the 13F portfolio, value $34,999,902.

    13F-HR 0001667731-25-000998 filed by Mine & Arao Wealth Creation & 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 57,074 shares
    Change vs previous 13F -719 shares

    15.57% of the 13F portfolio, value $31,926,989.

    13F-HR 0001667731-25-000575 filed by Mine & Arao Wealth Creation & 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 57,793 shares
    Change vs previous 13F -2,653 shares

    15.52% of the 13F portfolio, value $33,871,608.

    13F-HR 0001667731-25-000103 filed by Mine & Arao Wealth Creation & 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 60,446 shares
    Change vs previous 13F not available

    16.1% of the 13F portfolio, value $34,681,456.

    13F-HR 0001802994-24-000002 filed by Mine & Arao Wealth Creation & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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