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Disclosery

3Chopt Investment Partners, LLC: SPY position timeline

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

3Chopt Investment Partners, LLC held 2,115 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,115 shares
    Change vs previous 13F -66 shares

    0.3% of the 13F portfolio, value $1,583,444.

    13F-HR 0001398344-26-012987 filed by 3Chopt Investment Partners, 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 2,181 shares
    Change vs previous 13F -1 shares

    0.33% of the 13F portfolio, value $1,422,311.

    13F-HR 0001398344-26-006912 filed by 3Chopt Investment Partners, 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 2,182 shares
    Change vs previous 13F -2 shares

    0.33% of the 13F portfolio, value $1,492,299.

    13F-HR 0001398344-26-002629 filed by 3Chopt Investment Partners, 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 2,184 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,458,936.

    13F-HR 0001398344-25-019342 filed by 3Chopt Investment Partners, 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 2,184 shares
    Change vs previous 13F -12 shares

    0.33% of the 13F portfolio, value $1,353,231.

    13F-HR 0001398344-25-013693 filed by 3Chopt Investment Partners, 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 2,196 shares
    Change vs previous 13F +2,196 shares

    0.32% of the 13F portfolio, value $1,232,186.

    13F-HR 0001398344-25-007619 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001213900-24-098596 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.