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Disclosery

Advisor Resource Council: SPY position timeline

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

Advisor Resource Council held 77,643 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,643 shares
    Change vs previous 13F +1,019 shares

    19.41% of the 13F portfolio, value $58,179,979.

    13F-HR 0001820879-26-000004 filed by Advisor Resource Council
    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 76,624 shares
    Change vs previous 13F -10,111 shares

    19.7% of the 13F portfolio, value $49,831,568.

    13F-HR 0001820879-26-000002 filed by Advisor Resource Council
    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 86,735 shares
    Change vs previous 13F +44,916 shares

    21.29% of the 13F portfolio, value $59,755,063.

    13F-HR 0001820879-26-000001 filed by Advisor Resource Council
    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 41,819 shares
    Change vs previous 13F -38,771 shares

    37.62% of the 13F portfolio, value $27,859,024.

    13F-HR 0001820879-25-000003 filed by Advisor Resource Council
    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 80,590 shares
    Change vs previous 13F -88,189 shares

    24.44% of the 13F portfolio, value $49,792,720.

    13F-HR 0001085146-25-004794 filed by Advisor Resource Council
    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 168,779 shares
    Change vs previous 13F +87,501 shares

    5.86% of the 13F portfolio, value $72,477,638.

    13F-HR 0001085146-25-002216 filed by Advisor Resource Council
    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 81,278 shares
    Change vs previous 13F +49,275 shares

    34.2% of the 13F portfolio, value $47,635,276.

    13F-HR 0001085146-25-001768 filed by Advisor Resource Council
    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 32,003 shares
    Change vs previous 13F not available

    8.34% of the 13F portfolio, value $18,362,094.

    13F-HR 0001085146-24-005243 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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