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Disclosery

VSM Wealth Advisory, LLC: SPY position timeline

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

VSM Wealth Advisory, LLC held 1,644 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,644 shares
    Change vs previous 13F +1 shares

    0.33% of the 13F portfolio, value $1,227,740.

    13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, 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 1,643 shares
    Change vs previous 13F +2 shares

    0.32% of the 13F portfolio, value $1,068,352.

    13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, 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 1,641 shares
    Change vs previous 13F +1 shares

    0.34% of the 13F portfolio, value $1,119,215.

    13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, 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 1,640 shares
    Change vs previous 13F +1 shares

    0.34% of the 13F portfolio, value $1,092,461.

    13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, 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 1,639 shares
    Change vs previous 13F -6 shares

    0.33% of the 13F portfolio, value $1,012,885.

    13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, 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 1,645 shares
    Change vs previous 13F +33 shares

    0.33% of the 13F portfolio, value $920,066.

    13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, 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 1,612 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $944,905.

    13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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