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Taylor & Morgan Wealth Management, LLC: SPY position timeline

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

Taylor & Morgan Wealth Management, LLC held 51,323 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 51,323 shares
    Change vs previous 13F +1,976 shares

    18.82% of the 13F portfolio, value $39,140,401.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 49,347 shares
    Change vs previous 13F +1,404 shares

    18.17% of the 13F portfolio, value $36,850,622.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 47,943 shares
    Change vs previous 13F +1,627 shares

    17.79% of the 13F portfolio, value $31,179,364.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 46,316 shares
    Change vs previous 13F +1,349 shares

    17.7% of the 13F portfolio, value $31,583,782.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 44,967 shares
    Change vs previous 13F +482 shares

    18.4% of the 13F portfolio, value $29,955,900.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 44,485 shares
    Change vs previous 13F -187 shares

    18.55% of the 13F portfolio, value $27,484,867.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 44,672 shares
    Change vs previous 13F +461 shares

    18.84% of the 13F portfolio, value $24,988,832.

    13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 44,211 shares
    Change vs previous 13F not available

    18.21% of the 13F portfolio, value $25,911,391.

    13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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