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Disclosery

Talisman Wealth Advisors LLC: SPY position timeline

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

Talisman Wealth Advisors LLC held 428 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 428 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $319,427.

    13F-HR 0001962685-26-000003 filed by Talisman Wealth Advisors 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 428 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $278,180.

    13F-HR 0001962685-26-000002 filed by Talisman Wealth Advisors 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 426 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $292,491.

    13F-HR 0001962685-26-000001 filed by Talisman Wealth Advisors 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 426 shares
    Change vs previous 13F -3 shares

    0.23% of the 13F portfolio, value $283,623.

    13F-HR 0001962685-25-000006 filed by Talisman Wealth Advisors 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 429 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $264,900.

    13F-HR 0001962685-25-000003 filed by Talisman Wealth Advisors 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 429 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $239,836.

    13F-HR 0001962685-25-000002 filed by Talisman Wealth Advisors 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 429 shares
    Change vs previous 13F -38 shares

    0.27% of the 13F portfolio, value $251,279.

    13F-HR 0001962685-25-000001 filed by Talisman Wealth Advisors 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 467 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $267,713.

    13F-HR 0001962685-24-000005 filed by Talisman Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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