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Disclosery

Altman Advisors, Inc.: SPY position timeline

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

Altman Advisors, Inc. held 325 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 325 shares
    Change vs previous 13F +325 shares

    0.09% of the 13F portfolio, value $242,700.

    13F-HR 0001731671-26-000003 filed by Altman Advisors, Inc.
    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 0 shares
    Change vs previous 13F -365 shares

    13F-HR 0001731671-26-000002 filed by Altman Advisors, Inc.
    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.

  3. period ended2025-12-31
    13F 365 shares
    Change vs previous 13F -44 shares

    0.09% of the 13F portfolio, value $248,890.

    13F-HR 0001731671-26-000001 filed by Altman Advisors, Inc.
    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/A 409 shares
    Change vs previous 13F -11 shares

    0.1% of the 13F portfolio, value $272,382.

    13F-HR/A 0001731671-25-000003 filed by Altman Advisors, Inc.
    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 420 shares
    Change vs previous 13F -1 shares

    0.11% of the 13F portfolio, value $259,262.

    13F-HR 0001085146-25-004680 filed by Altman Advisors, Inc.
    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 421 shares
    Change vs previous 13F -14,678 shares

    0.11% of the 13F portfolio, value $233,326.

    13F-HR 0001085146-25-002563 filed by Altman Advisors, Inc.
    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 15,099 shares
    Change vs previous 13F +14,649 shares

    0.12% of the 13F portfolio, value $276,918.

    13F-HR 0001085146-25-001263 filed by Altman Advisors, Inc.
    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 450 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $258,402.

    13F-HR 0001085146-24-005473 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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