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Disclosery

TL Private Wealth: SPY position timeline

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

TL Private Wealth held 10,263 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,263 shares
    Change vs previous 13F -236 shares

    2.81% of the 13F portfolio, value $7,673,614.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    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 10,499 shares
    Change vs previous 13F +4 shares

    2.82% of the 13F portfolio, value $7,133,816.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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/A 10,495 shares
    Change vs previous 13F -136 shares

    2.8% of the 13F portfolio, value $7,284,444.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    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 10,631 shares
    Change vs previous 13F -287 shares

    2.83% of the 13F portfolio, value $7,048,712.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    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 10,918 shares
    Change vs previous 13F +79 shares

    2.81% of the 13F portfolio, value $6,776,653.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    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 10,839 shares
    Change vs previous 13F +367 shares

    2.67% of the 13F portfolio, value $5,381,270.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    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 10,472 shares
    Change vs previous 13F -377 shares

    2.78% of the 13F portfolio, value $6,207,397.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    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 10,849 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $6,160,158.

    13F-HR 0001802868-24-000005 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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