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Disclosery

Selby Wealth Management, LLC: SPY position timeline

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

Selby Wealth Management, LLC held 10,959 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,959 shares
    Change vs previous 13F +37 shares

    2.9% of the 13F portfolio, value $8,183,955.

    13F-HR 0001951757-26-000947 filed by Selby 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 10,922 shares
    Change vs previous 13F -540 shares

    2.8% of the 13F portfolio, value $7,103,212.

    13F-HR 0001951757-26-000550 filed by Selby 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 11,462 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $7,816,242.

    13F-HR 0001951757-26-000425 filed by Selby Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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