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Disclosery

Apriem Advisors: SPY position timeline

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

Apriem Advisors held 25,086 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,086 shares
    Change vs previous 13F -80 shares

    1.62% of the 13F portfolio, value $18,733,367.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 25,166 shares
    Change vs previous 13F -174 shares

    1.56% of the 13F portfolio, value $16,366,245.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 25,340 shares
    Change vs previous 13F -270 shares

    1.59% of the 13F portfolio, value $17,280,170.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 25,610 shares
    Change vs previous 13F +2,382 shares

    1.61% of the 13F portfolio, value $17,061,046.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 23,228 shares
    Change vs previous 13F -4,431 shares

    1.53% of the 13F portfolio, value $14,351,468.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 27,659 shares
    Change vs previous 13F +614 shares

    1.81% of the 13F portfolio, value $15,472,656.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 27,045 shares
    Change vs previous 13F +460 shares

    1.82% of the 13F portfolio, value $15,850,304.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 26,585 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $15,253,612.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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