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TopTier Wealth Management, LLC: SPY position timeline

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

TopTier Wealth Management, LLC held 7,328 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,328 shares
    Change vs previous 13F +15 shares

    3.31% of the 13F portfolio, value $5,472,132.

    13F-HR 0001754960-26-000502 filed by TopTier 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 7,313 shares
    Change vs previous 13F +146 shares

    2.92% of the 13F portfolio, value $4,756,097.

    13F-HR 0001754960-26-000365 filed by TopTier 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 7,167 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $4,887,163.

    13F-HR 0002109367-26-000001 filed by TopTier Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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