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Disclosery

POTENTIA WEALTH: SPY position timeline

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

POTENTIA WEALTH held 80,224 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,224 shares
    Change vs previous 13F -4,754 shares

    24.53% of the 13F portfolio, value $59,908,954.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 84,978 shares
    Change vs previous 13F -3,101 shares

    21.34% of the 13F portfolio, value $55,264,430.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 88,079 shares
    Change vs previous 13F -2,422 shares

    22.01% of the 13F portfolio, value $60,063,055.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 90,501 shares
    Change vs previous 13F +2,135 shares

    23% of the 13F portfolio, value $60,290,251.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 88,366 shares
    Change vs previous 13F +1,408 shares

    31.11% of the 13F portfolio, value $54,597,265.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 86,958 shares
    Change vs previous 13F +712 shares

    22.8% of the 13F portfolio, value $48,643,571.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 86,246 shares
    Change vs previous 13F not available

    22.47% of the 13F portfolio, value $50,546,801.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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