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Disclosery

Wallace Hart LLC: SPY position timeline

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

Wallace Hart LLC held 66,258 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 66,258 shares
    Change vs previous 13F +2,559 shares

    30.92% of the 13F portfolio, value $49,479,487.

    13F-HR 0001398344-26-014386 filed by Wallace Hart 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 63,699 shares
    Change vs previous 13F -5,948 shares

    57.08% of the 13F portfolio, value $41,426,008.

    13F-HR 0001398344-26-008793 filed by Wallace Hart 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 69,647 shares
    Change vs previous 13F +1,001 shares

    35% of the 13F portfolio, value $47,493,682.

    13F-HR 0001398344-26-003261 filed by Wallace Hart 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 68,646 shares
    Change vs previous 13F +2,046 shares

    33.64% of the 13F portfolio, value $45,730,592.

    13F-HR 0001398344-25-020310 filed by Wallace Hart 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 66,600 shares
    Change vs previous 13F +65,917 shares

    32.74% of the 13F portfolio, value $41,148,810.

    13F-HR 0001398344-25-015470 filed by Wallace Hart 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 683 shares
    Change vs previous 13F -93,523 shares

    0.96% of the 13F portfolio, value $382,063.

    13F-HR 0001398344-25-009380 filed by Wallace Hart 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 94,206 shares
    Change vs previous 13F -10,176 shares

    44.05% of the 13F portfolio, value $55,212,252.

    13F-HR 0001398344-25-002219 filed by Wallace Hart 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 104,382 shares
    Change vs previous 13F not available

    44.95% of the 13F portfolio, value $59,890,216.

    13F-HR 0001398344-24-020516 filed by Wallace Hart LLC
    Filed (acceptance time not in the bulk data set), ingested

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