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BBR PARTNERS, LLC: SPY position timeline

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

BBR PARTNERS, LLC held 1,073,616 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 1,073,616 shares
    Change vs previous 13F +6,269 shares

    37.6% of the 13F portfolio, value $801,744,502.

    13F-HR 0001352467-26-000004 filed by BBR 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 1,067,347 shares
    Change vs previous 13F +21,771 shares

    38.74% of the 13F portfolio, value $694,138,660.

    13F-HR 0001352467-26-000003 filed by BBR 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 1,045,576 shares
    Change vs previous 13F +27,929 shares

    38.26% of the 13F portfolio, value $712,998,920.

    13F-HR 0001352467-26-000001 filed by BBR 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 1,017,647 shares
    Change vs previous 13F +6,725 shares

    39.09% of the 13F portfolio, value $677,936,333.

    13F-HR 0001352467-25-000009 filed by BBR 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 1,010,922 shares
    Change vs previous 13F +19,274 shares

    38.88% of the 13F portfolio, value $624,597,910.

    13F-HR 0001352467-25-000008 filed by BBR 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 991,648 shares
    Change vs previous 13F -5,957 shares

    39.18% of the 13F portfolio, value $554,717,789.

    13F-HR 0001352467-25-000004 filed by BBR 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 ended2024-12-31
    13F 997,605 shares
    Change vs previous 13F +6,267 shares

    40.8% of the 13F portfolio, value $584,676,318.

    13F-HR 0001352467-25-000001 filed by BBR PARTNERS, LLC
    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 991,338 shares
    Change vs previous 13F not available

    43.34% of the 13F portfolio, value $568,789,826.

    13F-HR 0001352467-24-000007 filed by BBR PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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