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Disclosery

Significant Wealth Partners LLC: SPY position timeline

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

Significant Wealth Partners LLC held 2,969 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,969 shares
    Change vs previous 13F +87 shares

    2.4% of the 13F portfolio, value $2,217,160.

    13F-HR 0001376474-26-000481 filed by Significant Wealth Partners 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 2,882 shares
    Change vs previous 13F -1,133 shares

    2.31% of the 13F portfolio, value $1,874,280.

    13F-HR 0001376474-26-000280 filed by Significant Wealth Partners 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 4,015 shares
    Change vs previous 13F -7,198 shares

    3.05% of the 13F portfolio, value $2,737,909.

    13F-HR 0001376474-26-000018 filed by Significant Wealth Partners 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 11,213 shares
    Change vs previous 13F +2,150 shares

    3.65% of the 13F portfolio, value $7,469,950.

    13F-HR 0001376474-25-000894 filed by Significant Wealth Partners 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 9,063 shares
    Change vs previous 13F +734 shares

    2.75% of the 13F portfolio, value $5,599,477.

    13F-HR 0001376474-25-000609 filed by Significant Wealth Partners 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 8,329 shares
    Change vs previous 13F +2,391 shares

    2.39% of the 13F portfolio, value $4,658,901.

    13F-HR 0001376474-25-000414 filed by Significant Wealth Partners 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 5,938 shares
    Change vs previous 13F +2,546 shares

    1.8% of the 13F portfolio, value $3,480,274.

    13F-HR 0001376474-25-000184 filed by Significant Wealth Partners 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 3,392 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,946,371.

    13F-HR 0001376474-24-000661 filed by Significant Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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