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Disclosery

MTC Wealth Management LLC: SPY position timeline

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

MTC Wealth Management LLC held 49,682 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,682 shares
    Change vs previous 13F -1,306 shares

    16.64% of the 13F portfolio, value $37,101,132.

    13F-HR 0001821455-26-000006 filed by MTC 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 50,988 shares
    Change vs previous 13F -7,700 shares

    15.75% of the 13F portfolio, value $33,159,584.

    13F-HR 0001821455-26-000004 filed by MTC 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 58,688 shares
    Change vs previous 13F -1,887 shares

    18.78% of the 13F portfolio, value $40,020,350.

    13F-HR 0001821455-26-000002 filed by MTC 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 60,575 shares
    Change vs previous 13F -1,511 shares

    18.79% of the 13F portfolio, value $40,354,108.

    13F-HR 0001821455-25-000005 filed by MTC 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 62,086 shares
    Change vs previous 13F -1,728 shares

    18.43% of the 13F portfolio, value $38,359,818.

    13F-HR 0001667731-25-001014 filed by MTC 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 63,814 shares
    Change vs previous 13F +12,491 shares

    17.53% of the 13F portfolio, value $35,697,137.

    13F-HR 0001667731-25-000584 filed by MTC 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 51,323 shares
    Change vs previous 13F -1,768 shares

    14.48% of the 13F portfolio, value $30,079,287.

    13F-HR 0001667731-25-000181 filed by MTC 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 53,091 shares
    Change vs previous 13F not available

    13.77% of the 13F portfolio, value $30,461,638.

    13F-HR 0001667731-24-000680 filed by MTC Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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