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Disclosery

Spectrum Wealth Counsel, LLC: SPY position timeline

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

Spectrum Wealth Counsel, LLC held 208,198 SPY shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 208,198 shares
    Change vs previous 13F -1,872 shares

    13.98% of the 13F portfolio, value $116,463,847.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 210,070 shares
    Change vs previous 13F +1,681 shares

    14.47% of the 13F portfolio, value $123,117,792.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 208,389 shares
    Change vs previous 13F +5,244 shares

    14.12% of the 13F portfolio, value $119,565,240.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 203,145 shares
    Change vs previous 13F -1,021 shares

    13.99% of the 13F portfolio, value $110,555,542.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 204,166 shares
    Change vs previous 13F +8,745 shares

    13.07% of the 13F portfolio, value $106,793,081.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 195,421 shares
    Change vs previous 13F not available

    12.87% of the 13F portfolio, value $92,885,556.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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