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Disclosery

Sensible Money, LLC: SPY position timeline

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

Sensible Money, LLC held 2,849 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,849 shares
    Change vs previous 13F +3 shares

    0.56% of the 13F portfolio, value $2,127,717.

    13F-HR 0001965229-26-000004 filed by Sensible Money, 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 2,846 shares
    Change vs previous 13F -626 shares

    0.56% of the 13F portfolio, value $1,850,720.

    13F-HR 0001965229-26-000002 filed by Sensible Money, 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 3,472 shares
    Change vs previous 13F +380 shares

    0.76% of the 13F portfolio, value $2,367,707.

    13F-HR 0001965229-26-000001 filed by Sensible Money, 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 3,092 shares
    Change vs previous 13F -48 shares

    0.7% of the 13F portfolio, value $2,059,600.

    13F-HR 0001965229-25-000002 filed by Sensible Money, 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 3,140 shares
    Change vs previous 13F -37 shares

    0.74% of the 13F portfolio, value $1,940,193.

    13F-HR 0001085146-25-004508 filed by Sensible Money, 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 3,177 shares
    Change vs previous 13F -412 shares

    0.76% of the 13F portfolio, value $1,777,245.

    13F-HR 0001085146-25-003050 filed by Sensible Money, 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 3,589 shares
    Change vs previous 13F +56 shares

    0.92% of the 13F portfolio, value $2,103,397.

    13F-HR 0001085146-25-000576 filed by Sensible Money, 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 3,533 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,027,313.

    13F-HR 0001085146-24-004957 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

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