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StoneCrest Wealth Management, Inc.: SPYI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of StoneCrest Wealth Management, Inc. on SPYI, newest first. How the timeline and the estimate are built.

StoneCrest Wealth Management, Inc. held 93,799 SPYI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,799 shares
    Change vs previous 13F +850 shares

    1.59% of the 13F portfolio, value $4,979,789.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 92,949 shares
    Change vs previous 13F +422 shares

    1.94% of the 13F portfolio, value $4,588,892.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 92,527 shares
    Change vs previous 13F +11,000 shares

    1.96% of the 13F portfolio, value $4,860,443.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 81,527 shares
    Change vs previous 13F +2,206 shares

    1.87% of the 13F portfolio, value $4,263,862.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    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 79,321 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $3,991,433.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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