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Navigation Wealth Management, Inc.: SPY position timeline

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

Navigation Wealth Management, Inc. held 51,893 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 51,893 shares
    Change vs previous 13F +48,665 shares

    53.38% of the 13F portfolio, value $38,752,136.

    13F-HR 0001839930-26-000003 filed by Navigation Wealth Management, 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 3,228 shares
    Change vs previous 13F -55,119 shares

    7.57% of the 13F portfolio, value $2,099,298.

    13F-HR 0001839930-26-000002 filed by Navigation Wealth Management, 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 58,347 shares
    Change vs previous 13F -4,683 shares

    59.1% of the 13F portfolio, value $39,787,986.

    13F-HR 0001839930-26-000001 filed by Navigation Wealth Management, 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 63,030 shares
    Change vs previous 13F -10,809 shares

    61.71% of the 13F portfolio, value $42,003,192.

    13F-HR 0001839930-25-000002 filed by Navigation Wealth Management, 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 73,839 shares
    Change vs previous 13F +71,213 shares

    67.18% of the 13F portfolio, value $45,621,426.

    13F-HR 0001085146-25-003696 filed by Navigation Wealth Management, 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 2,626 shares
    Change vs previous 13F -127,742 shares

    2.24% of the 13F portfolio, value $1,465,551.

    13F-HR 0001085146-25-001974 filed by Navigation Wealth Management, 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 130,368 shares
    Change vs previous 13F -12,735 shares

    86.09% of the 13F portfolio, value $76,419,414.

    13F-HR 0001085146-25-000160 filed by Navigation Wealth Management, 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 143,103 shares
    Change vs previous 13F not available

    88.62% of the 13F portfolio, value $82,106,777.

    13F-HR 0001085146-24-004674 filed by Navigation Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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