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Disclosery

Oxler Private Wealth LLC: SPY position timeline

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

Oxler Private Wealth LLC held 17,693 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,693 shares
    Change vs previous 13F -774 shares

    3.78% of the 13F portfolio, value $13,212,925.

    13F-HR 0001172661-26-003014 filed by Oxler Private Wealth 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 18,467 shares
    Change vs previous 13F -110 shares

    3.76% of the 13F portfolio, value $12,009,872.

    13F-HR 0001172661-26-001546 filed by Oxler Private Wealth 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 18,577 shares
    Change vs previous 13F -31 shares

    3.67% of the 13F portfolio, value $12,668,081.

    13F-HR 0001172661-26-000281 filed by Oxler Private Wealth 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 18,608 shares
    Change vs previous 13F -227 shares

    3.61% of the 13F portfolio, value $12,396,598.

    13F-HR 0001172661-25-004542 filed by Oxler Private Wealth 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 18,835 shares
    Change vs previous 13F -146 shares

    3.66% of the 13F portfolio, value $11,637,384.

    13F-HR 0001172661-25-003095 filed by Oxler Private Wealth 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 18,981 shares
    Change vs previous 13F -20 shares

    3.73% of the 13F portfolio, value $10,617,760.

    13F-HR 0001172661-25-001598 filed by Oxler Private Wealth 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 19,001 shares
    Change vs previous 13F +31 shares

    3.66% of the 13F portfolio, value $11,135,987.

    13F-HR 0001172661-25-000337 filed by Oxler Private Wealth 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 18,970 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $10,884,200.

    13F-HR 0001172661-24-004245 filed by Oxler Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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