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Disclosery

Sanctuary Wealth Management, L.L.C.: SPY position timeline

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

Sanctuary Wealth Management, L.L.C. held 130 SPY shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 130 shares
    Change vs previous 13F -38 shares

    0.05% of the 13F portfolio, value $76,190.

    13F-HR 0001728436-25-000001 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 168 shares
    Change vs previous 13F +66 shares

    0.07% of the 13F portfolio, value $96,392.

    13F-HR 0001728436-24-000005 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 102 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $55,510.

    13F-HR 0001728436-24-000003 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 102 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $53,353.

    13F-HR 0001728436-24-000002 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 101 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $48,006.

    13F-HR 0001728436-24-000001 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 101 shares
    Change vs previous 13F +7 shares

    0.05% of the 13F portfolio, value $43,175.

    13F-HR 0001728436-23-000004 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 94 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $41,668.

    13F-HR 0001728436-23-000003 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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