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WPG Advisers, LLC: SPY position timeline

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

WPG Advisers, LLC held 741 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 741 shares
    Change vs previous 13F +116 shares

    0.33% of the 13F portfolio, value $553,357.

    13F-HR 0002067343-26-000003 filed by WPG Advisers, 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 625 shares
    Change vs previous 13F +21 shares

    0.3% of the 13F portfolio, value $406,463.

    13F-HR 0002067343-26-000002 filed by WPG Advisers, 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 604 shares
    Change vs previous 13F +2 shares

    0.31% of the 13F portfolio, value $411,880.

    13F-HR 0002067343-26-000001 filed by WPG Advisers, 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 602 shares
    Change vs previous 13F +4 shares

    0.31% of the 13F portfolio, value $401,040.

    13F-HR 0002067343-25-000004 filed by WPG Advisers, 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 598 shares
    Change vs previous 13F +175 shares

    0.31% of the 13F portfolio, value $369,474.

    13F-HR 0002067343-25-000003 filed by WPG Advisers, 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 423 shares
    Change vs previous 13F +20 shares

    0.22% of the 13F portfolio, value $236,622.

    13F-HR 0002067343-25-000002 filed by WPG Advisers, 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 403 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $236,190.

    13F-HR 0002067343-25-000001 filed by WPG Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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