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TWIN PEAKS WEALTH ADVISORS, LLC: SPY position timeline

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

TWIN PEAKS WEALTH ADVISORS, LLC held 11,241 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,241 shares
    Change vs previous 13F +3,054 shares

    1.9% of the 13F portfolio, value $8,394,449.

    13F-HR 0001986152-26-000134 filed by TWIN PEAKS WEALTH ADVISORS, 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 8,187 shares
    Change vs previous 13F -18 shares

    1.34% of the 13F portfolio, value $5,324,140.

    13F-HR 0001986152-26-000072 filed by TWIN PEAKS WEALTH ADVISORS, 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 8,205 shares
    Change vs previous 13F +1,043 shares

    1.66% of the 13F portfolio, value $5,693,830.

    13F-HR 0001986152-26-000018 filed by TWIN PEAKS WEALTH ADVISORS, 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 7,162 shares
    Change vs previous 13F +340 shares

    1.63% of the 13F portfolio, value $4,771,032.

    13F-HR 0001986152-25-000092 filed by TWIN PEAKS WEALTH ADVISORS, 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 6,822 shares
    Change vs previous 13F -253 shares

    1.42% of the 13F portfolio, value $4,384,705.

    13F-HR 0001986152-25-000062 filed by TWIN PEAKS WEALTH ADVISORS, 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 7,075 shares
    Change vs previous 13F -369 shares

    1.73% of the 13F portfolio, value $3,803,687.

    13F-HR 0001986152-25-000027 filed by TWIN PEAKS WEALTH ADVISORS, 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 7,444 shares
    Change vs previous 13F -347 shares

    1.85% of the 13F portfolio, value $4,362,686.

    13F-HR 0001986152-25-000018 filed by TWIN PEAKS WEALTH ADVISORS, 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 7,791 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $4,470,567.

    13F-HR 0001085146-24-005166 filed by TWIN PEAKS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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