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Disclosery

Paulson Wealth Management Inc.: SPY position timeline

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

Paulson Wealth Management Inc. held 18,155 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,155 shares
    Change vs previous 13F -106 shares

    2.88% of the 13F portfolio, value $13,557,930.

    13F-HR 0001172661-26-003028 filed by Paulson Wealth Management Inc.
    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 18,261 shares
    Change vs previous 13F -5 shares

    2.78% of the 13F portfolio, value $11,876,031.

    13F-HR 0001172661-26-001633 filed by Paulson Wealth Management Inc.
    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 18,266 shares
    Change vs previous 13F -1,071 shares

    2.88% of the 13F portfolio, value $12,455,648.

    13F-HR 0001172661-26-000481 filed by Paulson Wealth Management Inc.
    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 19,337 shares
    Change vs previous 13F +21 shares

    3.05% of the 13F portfolio, value $12,881,754.

    13F-HR 0001172661-25-004553 filed by Paulson Wealth Management Inc.
    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 19,316 shares
    Change vs previous 13F -581 shares

    3.09% of the 13F portfolio, value $11,934,542.

    13F-HR 0001172661-25-002914 filed by Paulson Wealth Management Inc.
    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 19,897 shares
    Change vs previous 13F +93 shares

    3.13% of the 13F portfolio, value $11,130,007.

    13F-HR 0001172661-25-001699 filed by Paulson Wealth Management Inc.
    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 19,804 shares
    Change vs previous 13F -840 shares

    3.17% of the 13F portfolio, value $11,606,553.

    13F-HR 0001172661-25-000735 filed by Paulson Wealth Management Inc.
    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 20,644 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $11,844,817.

    13F-HR 0001172661-24-004468 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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