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Siligmueller & Norvid Wealth Advisors LLC: SPY position timeline

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

Siligmueller & Norvid Wealth Advisors LLC held 9,396 SPY shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 9,396 shares
    Change vs previous 13F +5,024 shares

    2.63% of the 13F portfolio, value $5,849,139.

    13F-HR 0001754960-25-000760 filed by Siligmueller & Norvid 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 ended2025-06-30
    13F 4,372 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $2,729,090.

    13F-HR 0001754960-25-000460 filed by Siligmueller & Norvid 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 ended2025-03-31
    13F 4,372 shares
    Change vs previous 13F +3 shares

    1.03% of the 13F portfolio, value $2,445,653.

    13F-HR 0001754960-25-000220 filed by Siligmueller & Norvid 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 ended2024-12-31
    13F 4,369 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,560,584.

    13F-HR 0001754960-25-000095 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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