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Disclosery

Pacific Wealth Management: SPY position timeline

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

Pacific Wealth Management held 175,280 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 175,280 shares
    Change vs previous 13F +586 shares

    58.8% of the 13F portfolio, value $133,673,427.

    13F-HR 0001852338-26-000005 filed by Pacific Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 174,694 shares
    Change vs previous 13F +6,818 shares

    57.84% of the 13F portfolio, value $130,456,386.

    13F-HR 0001852338-26-000003 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 167,876 shares
    Change vs previous 13F -24,427 shares

    58.72% of the 13F portfolio, value $109,176,304.

    13F-HR 0001852338-26-000002 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 192,303 shares
    Change vs previous 13F +4,906 shares

    60.87% of the 13F portfolio, value $131,135,031.

    13F-HR 0001852338-26-000001 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 187,397 shares
    Change vs previous 13F +10,990 shares

    62.86% of the 13F portfolio, value $124,840,374.

    13F-HR 0001852338-25-000007 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 176,407 shares
    Change vs previous 13F -8,492 shares

    53.81% of the 13F portfolio, value $108,992,993.

    13F-HR 0001852338-25-000004 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 184,899 shares
    Change vs previous 13F +1,974 shares

    56.86% of the 13F portfolio, value $103,430,891.

    13F-HR 0001852338-25-000003 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 182,925 shares
    Change vs previous 13F not available

    56.74% of the 13F portfolio, value $107,208,523.

    13F-HR 0001852338-25-000002 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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