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Timmons Wealth Management, LLC: SPY position timeline

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

Timmons Wealth Management, LLC held 43,168 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,168 shares
    Change vs previous 13F -901 shares

    23.58% of the 13F portfolio, value $32,236,477.

    13F-HR 0002110045-26-000003 filed by Timmons 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 44,069 shares
    Change vs previous 13F +82 shares

    27.16% of the 13F portfolio, value $28,659,911.

    13F-HR 0002110045-26-000002 filed by Timmons 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 43,987 shares
    Change vs previous 13F not available

    29.52% of the 13F portfolio, value $29,995,613.

    13F-HR 0002110045-26-000001 filed by Timmons Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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