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Disclosery

Tiller Private Wealth, Inc.: SPY position timeline

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

Tiller Private Wealth, Inc. held 61,906 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 61,906 shares
    Change vs previous 13F +509 shares

    14.48% of the 13F portfolio, value $46,229,775.

    13F-HR 0001663649-26-000003 filed by Tiller Private Wealth, 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 61,397 shares
    Change vs previous 13F +199 shares

    14.19% of the 13F portfolio, value $39,928,968.

    13F-HR 0001663649-26-000002 filed by Tiller Private Wealth, 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 61,198 shares
    Change vs previous 13F -2,387 shares

    14.85% of the 13F portfolio, value $41,731,995.

    13F-HR 0001663649-26-000001 filed by Tiller Private Wealth, 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 63,585 shares
    Change vs previous 13F -63 shares

    15.07% of the 13F portfolio, value $42,358,741.

    13F-HR 0001663649-25-000002 filed by Tiller Private Wealth, 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 63,648 shares
    Change vs previous 13F -1,824 shares

    14.95% of the 13F portfolio, value $39,326,000.

    13F-HR 0001085146-25-003916 filed by Tiller Private Wealth, 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 65,472 shares
    Change vs previous 13F +933 shares

    15.26% of the 13F portfolio, value $36,624,000.

    13F-HR 0001085146-25-002880 filed by Tiller Private Wealth, 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 64,539 shares
    Change vs previous 13F +616 shares

    16.03% of the 13F portfolio, value $37,824,705.

    13F-HR 0001085146-25-001259 filed by Tiller Private Wealth, 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 63,923 shares
    Change vs previous 13F not available

    15.2% of the 13F portfolio, value $36,676,688.

    13F-HR 0001085146-24-005404 filed by Tiller Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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