Skip to content
Disclosery

NRI Wealth Management LC: SPY position timeline

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

NRI Wealth Management LC held 424 SPY shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 424 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $289,134.

    13F-HR 0002027950-26-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 424 shares
    Change vs previous 13F +21 shares

    0.15% of the 13F portfolio, value $282,460.

    13F-HR 0002027950-26-000002 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 403 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $248,994.

    13F-HR 0002027950-25-000005 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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