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Palacios Wealth Management, LLC: SPYI position timeline

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

Palacios Wealth Management, LLC held 121,703 SPYI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,703 shares
    Change vs previous 13F +12,610 shares

    3.82% of the 13F portfolio, value $6,461,212.

    13F-HR 0001705819-26-000043 filed by Palacios 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 109,093 shares
    Change vs previous 13F +56,184 shares

    3.58% of the 13F portfolio, value $5,716,473.

    13F-HR 0001705819-26-000037 filed by Palacios 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 52,909 shares
    Change vs previous 13F -52,727 shares

    2.13% of the 13F portfolio, value $2,779,310.

    13F-HR 0001705819-26-000015 filed by Palacios 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 105,636 shares
    Change vs previous 13F +41,676 shares

    3.64% of the 13F portfolio, value $5,524,763.

    13F-HR 0001705819-25-000079 filed by Palacios 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 63,960 shares
    Change vs previous 13F +6,900 shares

    2.64% of the 13F portfolio, value $3,218,467.

    13F-HR 0001705819-25-000044 filed by Palacios 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 57,060 shares
    Change vs previous 13F +5,221 shares

    2.03% of the 13F portfolio, value $2,732,603.

    13F-HR 0001705819-25-000036 filed by Palacios 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 51,839 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $2,659,045.

    13F-HR 0001705819-25-000013 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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