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Serenus Wealth Advisors, LLC: SPY position timeline

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

Serenus Wealth Advisors, LLC held 143,317 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,317 shares
    Change vs previous 13F -488 shares

    18.68% of the 13F portfolio, value $107,020,951.

    13F-HR 0001765380-26-000283 filed by Serenus Wealth Advisors, 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 143,805 shares
    Change vs previous 13F -2,149 shares

    18.65% of the 13F portfolio, value $93,507,837.

    13F-HR 0001765380-26-000126 filed by Serenus Wealth Advisors, 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 145,954 shares
    Change vs previous 13F -2,180 shares

    19.27% of the 13F portfolio, value $99,529,236.

    13F-HR 0001765380-26-000048 filed by Serenus Wealth Advisors, 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 148,134 shares
    Change vs previous 13F +2,339 shares

    16.86% of the 13F portfolio, value $98,683,258.

    13F-HR 0001765380-25-000444 filed by Serenus Wealth Advisors, 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 145,795 shares
    Change vs previous 13F -1,112 shares

    15.3% of the 13F portfolio, value $90,076,905.

    13F-HR 0001765380-25-000373 filed by Serenus Wealth Advisors, 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 146,907 shares
    Change vs previous 13F -1,128 shares

    13.64% of the 13F portfolio, value $82,175,668.

    13F-HR 0001765380-25-000180 filed by Serenus Wealth Advisors, 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 148,035 shares
    Change vs previous 13F not available

    15.08% of the 13F portfolio, value $86,760,365.

    13F-HR 0001765380-25-000016 filed by Serenus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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