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TCV Trust & Wealth Management, Inc.: SPY position timeline

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

TCV Trust & Wealth Management, Inc. held 52,498 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 52,498 shares
    Change vs previous 13F -1,703 shares

    2.97% of the 13F portfolio, value $39,203,930.

    13F-HR 0001140361-26-029583 filed by TCV Trust & 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 54,201 shares
    Change vs previous 13F -3,471 shares

    2.95% of the 13F portfolio, value $35,249,077.

    13F-HR 0001140361-26-015860 filed by TCV Trust & 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 57,672 shares
    Change vs previous 13F +4,428 shares

    3.18% of the 13F portfolio, value $39,327,689.

    13F-HR 0001140361-26-002130 filed by TCV Trust & 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 53,244 shares
    Change vs previous 13F +462 shares

    2.97% of the 13F portfolio, value $35,470,087.

    13F-HR 0001140361-25-039035 filed by TCV Trust & 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 52,782 shares
    Change vs previous 13F -250 shares

    2.85% of the 13F portfolio, value $32,611,358.

    13F-HR 0001140361-25-025564 filed by TCV Trust & Wealth Management, Inc.
    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 53,032 shares
    Change vs previous 13F -620 shares

    2.75% of the 13F portfolio, value $29,665,569.

    13F-HR 0001140361-25-015354 filed by TCV Trust & Wealth Management, Inc.
    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 53,652 shares
    Change vs previous 13F -295 shares

    2.9% of the 13F portfolio, value $31,444,363.

    13F-HR 0001140361-25-002309 filed by TCV Trust & Wealth Management, Inc.
    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 53,947 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $30,952,629.

    13F-HR 0001140361-24-044082 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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