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STEINBERGANNA WEALTH MANAGEMENT: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEINBERGANNA WEALTH MANAGEMENT on SPY, newest first. How the timeline and the estimate are built.

STEINBERGANNA WEALTH MANAGEMENT held 34,030 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,030 shares
    Change vs previous 13F +714 shares

    10.33% of the 13F portfolio, value $25,412,705.

    13F-HR 0002089528-26-000003 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 33,316 shares
    Change vs previous 13F +2,028 shares

    10.41% of the 13F portfolio, value $21,666,666.

    13F-HR 0002089528-26-000002 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 31,288 shares
    Change vs previous 13F +1,843 shares

    9.99% of the 13F portfolio, value $21,335,784.

    13F-HR 0002089528-26-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 29,445 shares
    Change vs previous 13F not available

    9.23% of the 13F portfolio, value $19,615,670.

    13F-HR 0002089528-25-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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