Skip to content
Disclosery

PUREfi Wealth, LLC: SPY position timeline

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

PUREfi Wealth, LLC held 5,306 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,306 shares
    Change vs previous 13F -361 shares

    2.18% of the 13F portfolio, value $3,962,515.

    13F-HR 0002001520-26-000003 filed by PUREfi 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 5,667 shares
    Change vs previous 13F +1,233 shares

    2.41% of the 13F portfolio, value $3,685,195.

    13F-HR 0002001520-26-000002 filed by PUREfi 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 4,434 shares
    Change vs previous 13F -16 shares

    2.32% of the 13F portfolio, value $3,023,652.

    13F-HR 0002001520-26-000001 filed by PUREfi 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 4,450 shares
    Change vs previous 13F -229 shares

    2.28% of the 13F portfolio, value $2,964,390.

    13F-HR 0002001520-25-000005 filed by PUREfi 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 4,679 shares
    Change vs previous 13F +168 shares

    2.31% of the 13F portfolio, value $2,890,645.

    13F-HR 0002001520-25-000003 filed by PUREfi 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 4,511 shares
    Change vs previous 13F +1,079 shares

    2.52% of the 13F portfolio, value $2,523,205.

    13F-HR 0002001520-25-000002 filed by PUREfi 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 3,432 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $2,011,438.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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