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Disclosery

Wagner Wealth Management, LLC: SPY position timeline

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

Wagner Wealth Management, LLC held 3,415 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 3,415 shares
    Change vs previous 13F -135 shares

    0.47% of the 13F portfolio, value $2,550,119.

    13F-HR 0001398344-26-012623 filed by Wagner 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 3,550 shares
    Change vs previous 13F -102 shares

    0.47% of the 13F portfolio, value $2,308,419.

    13F-HR 0001398344-26-007056 filed by Wagner 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 3,652 shares
    Change vs previous 13F +92 shares

    0.53% of the 13F portfolio, value $2,490,099.

    13F-HR 0001398344-26-001683 filed by Wagner 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 3,560 shares
    Change vs previous 13F +16 shares

    0.55% of the 13F portfolio, value $2,371,428.

    13F-HR 0001398344-25-019410 filed by Wagner 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 3,544 shares
    Change vs previous 13F -237 shares

    0.5% of the 13F portfolio, value $2,189,530.

    13F-HR 0001398344-25-013237 filed by Wagner 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 3,781 shares
    Change vs previous 13F +28 shares

    0.53% of the 13F portfolio, value $2,115,252.

    13F-HR 0001398344-25-007278 filed by Wagner 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 3,753 shares
    Change vs previous 13F +32 shares

    0.57% of the 13F portfolio, value $2,199,739.

    13F-HR 0001398344-25-001312 filed by Wagner 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 3,721 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,135,208.

    13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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