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Disclosery

Westshore Wealth, LLC: SPY position timeline

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

Westshore Wealth, LLC held 91,690 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,690 shares
    Change vs previous 13F -663 shares

    21.26% of the 13F portfolio, value $68,471,712.

    13F-HR 0001806366-26-000004 filed by Westshore Wealth, 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 92,353 shares
    Change vs previous 13F -7,025 shares

    21.07% of the 13F portfolio, value $60,060,678.

    13F-HR 0001806366-26-000002 filed by Westshore Wealth, 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 99,378 shares
    Change vs previous 13F -1,972 shares

    22.42% of the 13F portfolio, value $67,767,950.

    13F-HR 0001806366-26-000001 filed by Westshore Wealth, 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 101,350 shares
    Change vs previous 13F -3,722 shares

    23.07% of the 13F portfolio, value $67,517,442.

    13F-HR 0001806366-25-000002 filed by Westshore Wealth, 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 105,072 shares
    Change vs previous 13F -1,665 shares

    24.9% of the 13F portfolio, value $64,918,981.

    13F-HR 0001085146-25-003688 filed by Westshore Wealth, 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 106,737 shares
    Change vs previous 13F -2,007 shares

    25.26% of the 13F portfolio, value $59,707,881.

    13F-HR 0001085146-25-003283 filed by Westshore Wealth, 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 108,744 shares
    Change vs previous 13F -1,786 shares

    25.81% of the 13F portfolio, value $63,732,787.

    13F-HR 0001085146-25-003402 filed by Westshore Wealth, 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 110,530 shares
    Change vs previous 13F not available

    25.92% of the 13F portfolio, value $63,417,636.

    13F-HR 0001085146-24-005567 filed by Westshore Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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