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Portus Wealth Advisors, LLC: SPY position timeline

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

Portus Wealth Advisors, LLC held 2,904 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,904 shares
    Change vs previous 13F -103 shares

    1.82% of the 13F portfolio, value $2,214,454.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,007 shares
    Change vs previous 13F -1,112 shares

    1.85% of the 13F portfolio, value $2,245,286.

    13F-HR 0002097516-26-000006 filed by Portus Wealth 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 4,119 shares
    Change vs previous 13F +658 shares

    2.52% of the 13F portfolio, value $2,678,705.

    13F-HR 0002097516-26-000005 filed by Portus Wealth 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 3,461 shares
    Change vs previous 13F +49 shares

    2.23% of the 13F portfolio, value $2,360,242.

    13F-HR 0002097516-26-000001 filed by Portus Wealth 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 3,412 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $2,273,085.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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