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SURIENCE PRIVATE WEALTH LLC: SPY position timeline

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

SURIENCE PRIVATE WEALTH LLC held 12,435 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,435 shares
    Change vs previous 13F +225 shares

    8.17% of the 13F portfolio, value $9,286,085.

    13F-HR 0001725547-26-000253 filed by SURIENCE PRIVATE WEALTH 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 12,210 shares
    Change vs previous 13F +1,163 shares

    8.52% of the 13F portfolio, value $7,940,651.

    13F-HR 0001725547-26-000144 filed by SURIENCE PRIVATE WEALTH 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 11,047 shares
    Change vs previous 13F -658 shares

    8.52% of the 13F portfolio, value $7,533,170.

    13F-HR 0001725547-26-000029 filed by SURIENCE PRIVATE WEALTH 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 11,705 shares
    Change vs previous 13F -8,812 shares

    7.38% of the 13F portfolio, value $7,797,637.

    13F-HR 0001725547-25-004108 filed by SURIENCE PRIVATE WEALTH LLC
    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 20,517 shares
    Change vs previous 13F +19,544 shares

    11.91% of the 13F portfolio, value $12,676,519.

    13F-HR 0001725547-25-003433 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 973 shares
    Change vs previous 13F -13,711 shares

    0.95% of the 13F portfolio, value $544,286.

    13F-HR 0001725547-25-001543 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 14,684 shares
    Change vs previous 13F -6,723 shares

    11.11% of the 13F portfolio, value $8,605,999.

    13F-HR 0001725547-25-000087 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,407 shares
    Change vs previous 13F not available

    12.56% of the 13F portfolio, value $12,282,480.

    13F-HR 0001725547-24-005963 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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