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Three Seasons Wealth, LLC: SPY position timeline

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

Three Seasons Wealth, LLC held 420 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 420 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $313,643.

    13F-HR 0001420506-26-001588 filed by Three Seasons 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 420 shares
    Change vs previous 13F -597 shares

    0.1% of the 13F portfolio, value $273,903.

    13F-HR 0001420506-26-000803 filed by Three Seasons 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 1,017 shares
    Change vs previous 13F +271 shares

    0.07% of the 13F portfolio, value $697,500.

    13F-HR 0001420506-26-000058 filed by Three Seasons 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 746 shares
    Change vs previous 13F -49,676 shares

    0.06% of the 13F portfolio, value $559,807.

    13F-HR 0001420506-25-002863 filed by Three Seasons 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 50,422 shares
    Change vs previous 13F +6,686 shares

    3.57% of the 13F portfolio, value $31,155,728.

    13F-HR 0001420506-25-001489 filed by Three Seasons 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 43,736 shares
    Change vs previous 13F +43,736 shares

    12.12% of the 13F portfolio, value $24,465,590.

    13F-HR 0001420506-25-000951 filed by Three Seasons 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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001420506-25-000737 filed by Three Seasons Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.