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Solano Wealth Investment Advisors LLC: SPY position timeline

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

Solano Wealth Investment Advisors LLC held 9,367 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,367 shares
    Change vs previous 13F -25 shares

    3.18% of the 13F portfolio, value $6,994,996.

    13F-HR 0001172661-26-002902 filed by Solano Wealth Investment 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 9,392 shares
    Change vs previous 13F -15 shares

    3.04% of the 13F portfolio, value $6,107,991.

    13F-HR 0001172661-26-002198 filed by Solano Wealth Investment 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 9,407 shares
    Change vs previous 13F -1,224 shares

    3.18% of the 13F portfolio, value $6,414,822.

    13F-HR 0001172661-26-000687 filed by Solano Wealth Investment 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 10,631 shares
    Change vs previous 13F -112 shares

    3.42% of the 13F portfolio, value $7,082,722.

    13F-HR 0001172661-25-004759 filed by Solano Wealth Investment 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 10,743 shares
    Change vs previous 13F +498 shares

    3.41% of the 13F portfolio, value $6,637,737.

    13F-HR 0001172661-25-003068 filed by Solano Wealth Investment 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 10,245 shares
    Change vs previous 13F -595 shares

    3.55% of the 13F portfolio, value $5,731,305.

    13F-HR 0001172661-25-001831 filed by Solano Wealth Investment 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 10,840 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $6,353,086.

    13F-HR 0001172661-25-000758 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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