Parkwoods Wealth Partners, LLC: SPY position timeline

Parkwoods Wealth Partners, LLC held 1,232 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,232 shares

   Change vs previous 13F +374 shares

   0.15% of the 13F portfolio, value $920,197.

   13F-HR 0002042772-26-000003 filed by Parkwoods Wealth Partners, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 858 shares

   Change vs previous 13F -17 shares

   0.14% of the 13F portfolio, value $558,146.

   13F-HR 0002042772-26-000002 filed by Parkwoods Wealth Partners, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 875 shares

   Change vs previous 13F +95 shares

   0.18% of the 13F portfolio, value $596,880.

   13F-HR 0002042772-26-000001 filed by Parkwoods Wealth Partners, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 780 shares

   Change vs previous 13F +21 shares

   0.18% of the 13F portfolio, value $519,778.

   13F-HR 0002042772-25-000010 filed by Parkwoods Wealth Partners, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 759 shares

   Change vs previous 13F +36 shares

   0.27% of the 13F portfolio, value $469,094.

   13F-HR 0002042772-25-000008 filed by Parkwoods Wealth Partners, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 723 shares

   Change vs previous 13F 0 shares

   0.27% of the 13F portfolio, value $404,571.

   13F-HR 0002042772-25-000006 filed by Parkwoods Wealth Partners, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 723 shares

   Change vs previous 13F 0 shares

   0.34% of the 13F portfolio, value $423,874.

   13F-HR 0002042772-25-000002 filed by Parkwoods Wealth Partners, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 723 shares

   Change vs previous 13F not available

   0.34% of the 13F portfolio, value $414,964.

   13F-HR 0002022567-24-000004 filed by Parkwoods Wealth Partners, LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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