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Disclosery

WPWealth LLP: SPY position timeline

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

WPWealth LLP held 7,941 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 7,941 shares
    Change vs previous 13F -206 shares

    0.88% of the 13F portfolio, value $5,930,160.

    13F-HR 0001950118-26-000003 filed by WPWealth LLP
    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 8,147 shares
    Change vs previous 13F -176 shares

    0.81% of the 13F portfolio, value $5,298,603.

    13F-HR 0001950118-26-000002 filed by WPWealth LLP
    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 8,323 shares
    Change vs previous 13F -686 shares

    0.89% of the 13F portfolio, value $5,675,591.

    13F-HR 0001950118-26-000001 filed by WPWealth LLP
    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 9,009 shares
    Change vs previous 13F -60 shares

    0.98% of the 13F portfolio, value $6,001,476.

    13F-HR 0001950118-25-000005 filed by WPWealth LLP
    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 9,069 shares
    Change vs previous 13F -38 shares

    1.01% of the 13F portfolio, value $5,603,340.

    13F-HR 0001950118-25-000002 filed by WPWealth LLP
    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 9,107 shares
    Change vs previous 13F -11 shares

    1.01% of the 13F portfolio, value $5,094,527.

    13F-HR 0001950118-25-000003 filed by WPWealth LLP
    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 9,118 shares
    Change vs previous 13F -86 shares

    1.09% of the 13F portfolio, value $5,343,977.

    13F-HR 0001950118-25-000001 filed by WPWealth LLP
    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 9,204 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $5,281,073.

    13F-HR 0001950118-24-000008 filed by WPWealth LLP
    Filed (acceptance time not in the bulk data set), ingested

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