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Walser Wealth Management Company, A Ltd Liability Co: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Walser Wealth Management Company, A Ltd Liability Co on SPY, newest first. How the timeline and the estimate are built.

Walser Wealth Management Company, A Ltd Liability Co held 1,667 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,667 shares
    Change vs previous 13F +87 shares

    0.51% of the 13F portfolio, value $1,271,190.

    13F-HR 0002112280-26-000011 filed by Walser Wealth Management Company, A Ltd Liability Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,580 shares
    Change vs previous 13F -127 shares

    0.49% of the 13F portfolio, value $1,179,596.

    13F-HR 0002112280-26-000010 filed by Walser Wealth Management Company, A Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,707 shares
    Change vs previous 13F +275 shares

    0.5% of the 13F portfolio, value $1,110,000.

    13F-HR 0002112280-26-000009 filed by Walser Wealth Management Company, A Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,432 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $976,633.

    13F-HR 0002112280-26-000001 filed by Walser Wealth Management Company, A Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

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