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Tower View Wealth Management LLC: SPY position timeline

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

Tower View Wealth Management LLC held 7,915 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 7,915 shares
    Change vs previous 13F +6 shares

    2.6% of the 13F portfolio, value $5,910,861.

    13F-HR 0001729045-26-000003 filed by Tower View 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 7,909 shares
    Change vs previous 13F +33 shares

    2.64% of the 13F portfolio, value $5,143,391.

    13F-HR 0001729045-26-000002 filed by Tower View 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 7,876 shares
    Change vs previous 13F -110 shares

    2.66% of the 13F portfolio, value $5,370,763.

    13F-HR 0001729045-26-000001 filed by Tower View Wealth Management LLC
    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 7,986 shares
    Change vs previous 13F -157 shares

    2.75% of the 13F portfolio, value $5,320,173.

    13F-HR 0001729045-25-000008 filed by Tower View Wealth Management LLC
    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 8,143 shares
    Change vs previous 13F -84 shares

    2.61% of the 13F portfolio, value $5,031,437.

    13F-HR 0001729045-25-000006 filed by Tower View Wealth Management LLC
    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 8,227 shares
    Change vs previous 13F -91 shares

    2.68% of the 13F portfolio, value $4,602,144.

    13F-HR 0001729045-25-000005 filed by Tower View Wealth Management LLC
    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 8,318 shares
    Change vs previous 13F +23 shares

    2.58% of the 13F portfolio, value $4,875,297.

    13F-HR 0001729045-25-000001 filed by Tower View Wealth Management LLC
    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 8,295 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $4,759,239.

    13F-HR 0001729045-24-000005 filed by Tower View Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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