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Disclosery

Stone Wealth Partners: SPY position timeline

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

Stone Wealth Partners held 9,790 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,790 shares
    Change vs previous 13F -300 shares

    5.36% of the 13F portfolio, value $7,329,246.

    13F-HR 0001754960-26-000549 filed by Stone Wealth Partners
    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 10,090 shares
    Change vs previous 13F -155 shares

    5.91% of the 13F portfolio, value $6,580,171.

    13F-HR 0001754960-26-000370 filed by Stone Wealth Partners
    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 10,245 shares
    Change vs previous 13F not available

    6.22% of the 13F portfolio, value $6,986,166.

    13F-HR 0001754960-26-000192 filed by Stone Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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