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MinichMacGregor Wealth Management, LLC: SPY position timeline

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

MinichMacGregor Wealth Management, LLC held 10,650 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,650 shares
    Change vs previous 13F +791 shares

    1.21% of the 13F portfolio, value $7,953,799.

    13F-HR 0001172661-26-002643 filed by MinichMacGregor 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 9,859 shares
    Change vs previous 13F -229 shares

    1.13% of the 13F portfolio, value $6,412,311.

    13F-HR 0001172661-26-001514 filed by MinichMacGregor 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 10,088 shares
    Change vs previous 13F -2,600 shares

    1.25% of the 13F portfolio, value $6,879,881.

    13F-HR 0001172661-26-000974 filed by MinichMacGregor 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 12,688 shares
    Change vs previous 13F -4,351 shares

    1.65% of the 13F portfolio, value $8,452,374.

    13F-HR 0001172661-25-004469 filed by MinichMacGregor 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 17,039 shares
    Change vs previous 13F -4,854 shares

    2.25% of the 13F portfolio, value $10,527,402.

    13F-HR 0001172661-25-002620 filed by MinichMacGregor 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 21,893 shares
    Change vs previous 13F -1,509 shares

    2.74% of the 13F portfolio, value $12,246,563.

    13F-HR 0001172661-25-001533 filed by MinichMacGregor 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 23,402 shares
    Change vs previous 13F +4,194 shares

    2.85% of the 13F portfolio, value $13,715,244.

    13F-HR 0001172661-25-000264 filed by MinichMacGregor 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 19,208 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $11,020,574.

    13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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