Skip to content
Disclosery

Wedmont Private Capital: SPY position timeline

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

Wedmont Private Capital held 23,761 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,761 shares
    Change vs previous 13F +456 shares

    0.44% of the 13F portfolio, value $18,389,361.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,305 shares
    Change vs previous 13F +1,013 shares

    0.48% of the 13F portfolio, value $17,594,262.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    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 22,292 shares
    Change vs previous 13F +1,253 shares

    0.49% of the 13F portfolio, value $15,069,853.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    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 21,039 shares
    Change vs previous 13F -1,185 shares

    0.5% of the 13F portfolio, value $14,507,765.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,224 shares
    Change vs previous 13F +3,616 shares

    0.55% of the 13F portfolio, value $14,870,539.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,608 shares
    Change vs previous 13F +2,596 shares

    0.5% of the 13F portfolio, value $11,612,232.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,012 shares
    Change vs previous 13F +4 shares

    0.44% of the 13F portfolio, value $8,549,514.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,008 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $9,292,342.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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