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Disclosery

Wellment Financial: SPY position timeline

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

Wellment Financial held 318 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 318 shares
    Change vs previous 13F +318 shares

    0.27% of the 13F portfolio, value $237,473.

    13F-HR 0001940000-26-000005 filed by Wellment Financial
    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 0 shares
    Change vs previous 13F -2,300 shares

    13F-HR 0001940000-26-000004 filed by Wellment Financial
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 2,300 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $1,568,416.

    13F-HR 0001940000-26-000001 filed by Wellment Financial
    Filed (acceptance time not in the bulk data set), ingested

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