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Disclosery

PFW Advisors LLC: SPY position timeline

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

PFW Advisors LLC held 545 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 545 shares
    Change vs previous 13F -98 shares

    0.12% of the 13F portfolio, value $415,791.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 643 shares
    Change vs previous 13F -130 shares

    0.14% of the 13F portfolio, value $480,310.

    13F-HR 0001989744-26-000003 filed by PFW Advisors LLC
    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 773 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $502,817.

    13F-HR 0001989744-26-000002 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 773 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $527,216.

    13F-HR 0001989744-26-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 773 shares
    Change vs previous 13F +130 shares

    0.15% of the 13F portfolio, value $515,030.

    13F-HR 0001989744-25-000005 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 643 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $397,330.

    13F-HR 0001989744-25-000004 filed by PFW Advisors LLC
    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 643 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $359,719.

    13F-HR 0001989744-25-000002 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 643 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $376,866.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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