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Spahn Wealth & Retirement LLC: IBKR position timeline

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

Spahn Wealth & Retirement LLC held 51,442 IBKR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,442 shares
    Change vs previous 13F +780 shares

    2.88% of the 13F portfolio, value $4,477,512.

    13F-HR 0001949033-26-000003 filed by Spahn Wealth & Retirement 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 50,662 shares
    Change vs previous 13F 0 shares

    4.32% of the 13F portfolio, value $3,397,900.

    13F-HR 0001949033-26-000002 filed by Spahn Wealth & Retirement 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 50,662 shares
    Change vs previous 13F +817 shares

    2.02% of the 13F portfolio, value $3,258,073.

    13F-HR 0001949033-26-000001 filed by Spahn Wealth & Retirement 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 49,845 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $3,429,834.

    13F-HR 0001949033-25-000003 filed by Spahn Wealth & Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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