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Whitaker-Myers Wealth Managers, LTD.: SPY position timeline

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

Whitaker-Myers Wealth Managers, LTD. held 459 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 459 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $349,882.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 470 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $350,816.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    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 470 shares
    Change vs previous 13F -14 shares

    0.06% of the 13F portfolio, value $305,512.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    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 484 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $329,890.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    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 476 shares
    Change vs previous 13F -3,882 shares

    0.07% of the 13F portfolio, value $316,889.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    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 4,358 shares
    Change vs previous 13F +1,318 shares

    0.68% of the 13F portfolio, value $2,692,686.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    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 3,040 shares
    Change vs previous 13F -7,587 shares

    0.48% of the 13F portfolio, value $1,700,672.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    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 10,627 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $6,228,142.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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