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Royal Capital Wealth Management, LLC: SPY position timeline

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

Royal Capital Wealth Management, LLC held 33,110 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,110 shares
    Change vs previous 13F -68 shares

    13.88% of the 13F portfolio, value $24,725,677.

    13F-HR 0001904323-26-000003 filed by Royal Capital 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 33,178 shares
    Change vs previous 13F +302 shares

    13.43% of the 13F portfolio, value $21,576,972.

    13F-HR 0001904323-26-000002 filed by Royal Capital 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 32,876 shares
    Change vs previous 13F +81 shares

    13.23% of the 13F portfolio, value $22,418,890.

    13F-HR 0001904323-26-000001 filed by Royal Capital 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 32,795 shares
    Change vs previous 13F +1,229 shares

    13.4% of the 13F portfolio, value $21,847,118.

    13F-HR 0001904323-25-000005 filed by Royal Capital 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 31,566 shares
    Change vs previous 13F +95 shares

    12.97% of the 13F portfolio, value $19,503,029.

    13F-HR 0001904323-25-000004 filed by Royal Capital 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 31,471 shares
    Change vs previous 13F +133 shares

    12.34% of the 13F portfolio, value $17,604,698.

    13F-HR 0001904323-25-000001 filed by Royal Capital 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 31,338 shares
    Change vs previous 13F +712 shares

    12.88% of the 13F portfolio, value $18,366,381.

    13F-HR 0001904677-25-000002 filed by Royal Capital Wealth 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 30,626 shares
    Change vs previous 13F not available

    12.42% of the 13F portfolio, value $17,571,873.

    13F-HR 0001904323-24-000004 filed by Royal Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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