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Watts Gwilliam & Co., LLC: SPY position timeline

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

Watts Gwilliam & Co., LLC held 31,803 SPY shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 31,803 shares
    Change vs previous 13F -4 shares

    3.42% of the 13F portfolio, value $21,186,295.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 31,807 shares
    Change vs previous 13F -3,969 shares

    3.46% of the 13F portfolio, value $21,064,277.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 35,776 shares
    Change vs previous 13F +1,459 shares

    4.34% of the 13F portfolio, value $20,012,864.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 34,317 shares
    Change vs previous 13F -1,175 shares

    4.27% of the 13F portfolio, value $20,199,883.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 35,492 shares
    Change vs previous 13F +1,962 shares

    4.44% of the 13F portfolio, value $20,342,911.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 33,530 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $17,546,245.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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