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Rialto Wealth Management, LLC: SPY position timeline

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

Rialto Wealth Management, LLC held 7,774 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,774 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $5,805,421.

    13F-HR 0002054966-26-000003 filed by Rialto Wealth 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 7,774 shares
    Change vs previous 13F +5 shares

    1.14% of the 13F portfolio, value $5,055,771.

    13F-HR 0002054966-26-000002 filed by Rialto Wealth 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 7,769 shares
    Change vs previous 13F -268 shares

    1.27% of the 13F portfolio, value $5,297,865.

    13F-HR 0002054966-26-000001 filed by Rialto Wealth Management, 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 8,037 shares
    Change vs previous 13F +1 shares

    1.38% of the 13F portfolio, value $5,354,117.

    13F-HR 0002054966-25-000005 filed by Rialto Wealth 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 8,036 shares
    Change vs previous 13F +17 shares

    1.39% of the 13F portfolio, value $4,965,069.

    13F-HR 0002054966-25-000003 filed by Rialto Wealth 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 8,019 shares
    Change vs previous 13F 0 shares

    1.41% of the 13F portfolio, value $4,485,772.

    13F-HR 0002054966-25-000002 filed by Rialto Wealth 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 8,019 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $4,699,800.

    13F-HR 0002054966-25-000001 filed by Rialto Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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