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Disclosery

Sanchez Wealth Management Group: SPY position timeline

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

Sanchez Wealth Management Group held 49,178 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 49,178 shares
    Change vs previous 13F -461 shares

    6.44% of the 13F portfolio, value $36,724,244.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 49,639 shares
    Change vs previous 13F -652 shares

    6.98% of the 13F portfolio, value $32,282,027.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 50,291 shares
    Change vs previous 13F -4,148 shares

    7.33% of the 13F portfolio, value $34,293,965.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 54,439 shares
    Change vs previous 13F +50 shares

    8.05% of the 13F portfolio, value $36,266,254.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 54,389 shares
    Change vs previous 13F +2,006 shares

    8.1% of the 13F portfolio, value $33,603,966.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 52,383 shares
    Change vs previous 13F +3,311 shares

    7.96% of the 13F portfolio, value $29,302,458.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    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 49,072 shares
    Change vs previous 13F +4,268 shares

    7.86% of the 13F portfolio, value $28,760,152.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    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 44,804 shares
    Change vs previous 13F not available

    7.83% of the 13F portfolio, value $25,706,512.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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