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Disclosery

Turn8 Private Wealth Inc.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turn8 Private Wealth Inc. on SPY, newest first. How the timeline and the estimate are built.

Turn8 Private Wealth Inc. held 913 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 913 shares
    Change vs previous 13F -757 shares

    0.45% of the 13F portfolio, value $681,801.

    13F-HR 0002070026-26-000003 filed by Turn8 Private Wealth 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 1,670 shares
    Change vs previous 13F -4,298 shares

    0.68% of the 13F portfolio, value $1,086,000.

    13F-HR 0002070026-26-000002 filed by Turn8 Private Wealth 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 5,968 shares
    Change vs previous 13F +206 shares

    2.92% of the 13F portfolio, value $4,069,698.

    13F-HR 0002070026-26-000001 filed by Turn8 Private Wealth Inc.
    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 5,762 shares
    Change vs previous 13F -5,000 shares

    2.76% of the 13F portfolio, value $3,838,529.

    13F-HR 0002070026-25-000005 filed by Turn8 Private Wealth Inc.
    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 10,762 shares
    Change vs previous 13F +9,608 shares

    4.91% of the 13F portfolio, value $6,798,601.

    13F-HR 0002070026-25-000003 filed by Turn8 Private Wealth Inc.
    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 1,154 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $645,536.

    13F-HR 0002070026-25-000002 filed by Turn8 Private Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

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