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RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC: SPY position timeline

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

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC held 4,417 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 4,417 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $3,298,483.

    13F-HR 0001962166-26-000004 filed by RED LIGHTHOUSE INVESTMENT MANAGEMENT, 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 4,417 shares
    Change vs previous 13F +4,417 shares

    0.97% of the 13F portfolio, value $2,872,552.

    13F-HR 0001962166-26-000002 filed by RED LIGHTHOUSE INVESTMENT MANAGEMENT, 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 0 shares
    Change vs previous 13F -4,417 shares

    13F-HR 0001962166-26-000001 filed by RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 4,417 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $2,942,517.

    13F-HR 0001962166-25-000006 filed by RED LIGHTHOUSE INVESTMENT MANAGEMENT, 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 4,417 shares
    Change vs previous 13F -88 shares

    1.04% of the 13F portfolio, value $2,729,043.

    13F-HR 0001962166-25-000005 filed by RED LIGHTHOUSE INVESTMENT MANAGEMENT, 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 4,505 shares
    Change vs previous 13F +88 shares

    0.96% of the 13F portfolio, value $2,356,430.

    13F-HR 0001962166-25-000002 filed by RED LIGHTHOUSE INVESTMENT MANAGEMENT, 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 4,417 shares
    Change vs previous 13F -25 shares

    1.02% of the 13F portfolio, value $2,588,715.

    13F-HR 0001962166-25-000001 filed by RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,442 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,548,642.

    13F-HR 0001962166-24-000004 filed by RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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