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Disclosery

MONEYWISE, INC.: SPY position timeline

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

MONEYWISE, INC. held 23,276 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,276 shares
    Change vs previous 13F -881 shares

    6.48% of the 13F portfolio, value $17,382,117.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 24,157 shares
    Change vs previous 13F -260 shares

    6.86% of the 13F portfolio, value $15,710,294.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 24,417 shares
    Change vs previous 13F -1,164 shares

    6.93% of the 13F portfolio, value $16,650,656.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 25,581 shares
    Change vs previous 13F -770 shares

    7.71% of the 13F portfolio, value $17,041,483.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 26,351 shares
    Change vs previous 13F +1,440 shares

    7.63% of the 13F portfolio, value $16,280,662.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 24,911 shares
    Change vs previous 13F +967 shares

    7.38% of the 13F portfolio, value $13,934,822.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 23,944 shares
    Change vs previous 13F +3,520 shares

    7.04% of the 13F portfolio, value $14,033,383.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 20,424 shares
    Change vs previous 13F not available

    5.76% of the 13F portfolio, value $11,718,348.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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