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Pasadena Private Wealth, LLC: SPY position timeline

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

Pasadena Private Wealth, LLC held 15,180 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,180 shares
    Change vs previous 13F -82 shares

    1.45% of the 13F portfolio, value $11,336,302.

    13F-HR 0002073679-26-000083 filed by Pasadena 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 15,262 shares
    Change vs previous 13F +183 shares

    1.38% of the 13F portfolio, value $9,925,691.

    13F-HR 0002073679-26-000047 filed by Pasadena 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 15,079 shares
    Change vs previous 13F -616 shares

    1.41% of the 13F portfolio, value $10,282,977.

    13F-HR 0002073679-26-000020 filed by Pasadena 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 15,695 shares
    Change vs previous 13F +3 shares

    1.51% of the 13F portfolio, value $10,455,453.

    13F-HR 0001760578-25-000008 filed by Pasadena 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 15,692 shares
    Change vs previous 13F -1,989 shares

    1.66% of the 13F portfolio, value $9,695,134.

    13F-HR 0001760578-25-000004 filed by Pasadena 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 17,681 shares
    Change vs previous 13F +10,348 shares

    1.91% of the 13F portfolio, value $9,890,422.

    13F-HR 0001760578-25-000003 filed by Pasadena 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 7,333 shares
    Change vs previous 13F +132 shares

    0.88% of the 13F portfolio, value $4,297,565.

    13F-HR 0001760578-25-000002 filed by Pasadena 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 7,201 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $4,131,489.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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