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ADVISORTRUST PARTNERS, LLC: SPY position timeline

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

ADVISORTRUST PARTNERS, LLC held 21,304 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 21,304 shares
    Change vs previous 13F +16,035 shares

    5.44% of the 13F portfolio, value $15,909,161.

    13F-HR 0001398344-26-013936 filed by ADVISORTRUST 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 5,269 shares
    Change vs previous 13F -2,452 shares

    1.43% of the 13F portfolio, value $3,426,338.

    13F-HR 0001398344-26-008546 filed by ADVISORTRUST 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 7,721 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $5,265,232.

    13F-HR 0001398344-26-004941 filed by ADVISORTRUST PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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