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Disclosery

Thrive Wealth Management, LLC: SPY position timeline

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

Thrive Wealth Management, LLC held 32,564 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,564 shares
    Change vs previous 13F +142 shares

    3.13% of the 13F portfolio, value $24,317,878.

    13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, 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 32,422 shares
    Change vs previous 13F -444 shares

    3.14% of the 13F portfolio, value $21,085,102.

    13F-HR 0001847610-26-000003 filed by Thrive 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 ended2025-12-31
    13F 32,866 shares
    Change vs previous 13F -507 shares

    3.29% of the 13F portfolio, value $22,411,707.

    13F-HR 0001847610-26-000001 filed by Thrive 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 ended2025-09-30
    13F 33,373 shares
    Change vs previous 13F -487 shares

    3.35% of the 13F portfolio, value $22,232,212.

    13F-HR 0001085146-25-005816 filed by Thrive 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 ended2025-06-30
    13F 33,860 shares
    Change vs previous 13F -1,481 shares

    3.38% of the 13F portfolio, value $20,920,190.

    13F-HR 0001085146-25-003624 filed by Thrive 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 ended2025-03-31
    13F 35,341 shares
    Change vs previous 13F -1,642 shares

    3.78% of the 13F portfolio, value $19,769,508.

    13F-HR 0001085146-25-002014 filed by Thrive 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 ended2024-12-31
    13F 36,983 shares
    Change vs previous 13F +432 shares

    3.9% of the 13F portfolio, value $21,674,803.

    13F-HR 0001085146-25-000262 filed by Thrive 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 ended2024-09-30
    13F 36,551 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $20,971,647.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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