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WIMMER ASSOCIATES 1, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WIMMER ASSOCIATES 1, LLC on SPY, newest first. How the timeline and the estimate are built.

WIMMER ASSOCIATES 1, LLC held 8,204 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,204 shares
    Change vs previous 13F +15 shares

    2.77% of the 13F portfolio, value $6,126,588.

    13F-HR 0001104659-26-096978 filed by WIMMER ASSOCIATES 1, 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 8,189 shares
    Change vs previous 13F -238 shares

    2.6% of the 13F portfolio, value $5,325,710.

    13F-HR 0001104659-26-062426 filed by WIMMER ASSOCIATES 1, 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 8,427 shares
    Change vs previous 13F +214 shares

    2.67% of the 13F portfolio, value $5,746,719.

    13F-HR 0001104659-26-015385 filed by WIMMER ASSOCIATES 1, 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 8,213 shares
    Change vs previous 13F -645 shares

    2.63% of the 13F portfolio, value $5,471,488.

    13F-HR 0001104659-25-112169 filed by WIMMER ASSOCIATES 1, 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 8,858 shares
    Change vs previous 13F +20 shares

    2.8% of the 13F portfolio, value $5,473,034.

    13F-HR 0001104659-25-078279 filed by WIMMER ASSOCIATES 1, 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 8,838 shares
    Change vs previous 13F -7 shares

    2.74% of the 13F portfolio, value $5,186,604.

    13F-HR 0001104659-25-049141 filed by WIMMER ASSOCIATES 1, 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 8,845 shares
    Change vs previous 13F +145 shares

    2.56% of the 13F portfolio, value $5,183,979.

    13F-HR 0001104659-25-013767 filed by WIMMER ASSOCIATES 1, 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 8,700 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $4,991,806.

    13F-HR 0001104659-24-118554 filed by WIMMER ASSOCIATES 1, LLC
    Filed (acceptance time not in the bulk data set), ingested

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