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Tortuga Wealth Management, Inc: SPY position timeline

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

Tortuga Wealth Management, Inc held 4,656 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,656 shares
    Change vs previous 13F +1,200 shares

    2.64% of the 13F portfolio, value $3,479,342.

    13F-HR 0001172661-26-002959 filed by Tortuga Wealth Management, 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 3,456 shares
    Change vs previous 13F +37 shares

    2.1% of the 13F portfolio, value $2,249,662.

    13F-HR 0001172661-26-002664 filed by Tortuga Wealth Management, 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 3,419 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $2,333,798.

    13F-HR 0001172661-26-001502 filed by Tortuga Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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