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Bedell Frazier Investment Counselling, LLC: SPY position timeline

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

Bedell Frazier Investment Counselling, LLC held 1,613 SPY shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,613 shares
    Change vs previous 13F -20 shares

    0.21% of the 13F portfolio, value $1,048,999.

    13F-HR 0001172661-26-002262 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,633 shares
    Change vs previous 13F +451 shares

    0.21% of the 13F portfolio, value $1,113,576.

    13F-HR 0001172661-26-000843 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,182 shares
    Change vs previous 13F -351 shares

    0.16% of the 13F portfolio, value $787,425.

    13F-HR 0001172661-25-004709 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,533 shares
    Change vs previous 13F -16,815 shares

    0.24% of the 13F portfolio, value $947,165.

    13F-HR 0001172661-25-003018 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 18,348 shares
    Change vs previous 13F +16,612 shares

    2.61% of the 13F portfolio, value $10,263,688.

    13F-HR 0001172661-25-001863 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,736 shares
    Change vs previous 13F +118 shares

    0.25% of the 13F portfolio, value $1,017,435.

    13F-HR 0001172661-25-000693 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,618 shares
    Change vs previous 13F +4 shares

    0.22% of the 13F portfolio, value $928,344.

    13F-HR 0001172661-24-004600 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,614 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $878,372.

    13F-HR 0001172661-24-003168 filed by Bedell Frazier Investment Counselling, LLC
    Filed (acceptance time not in the bulk data set), ingested

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