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Bellwether Advisors, LLC: SPY position timeline

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

Bellwether Advisors, LLC held 8,375 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 8,375 shares
    Change vs previous 13F -34 shares

    0.93% of the 13F portfolio, value $6,254,079.

    13F-HR 0001819815-26-000003 filed by Bellwether Advisors, 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 8,409 shares
    Change vs previous 13F +2 shares

    0.93% of the 13F portfolio, value $5,468,415.

    13F-HR 0001819815-26-000002 filed by Bellwether Advisors, 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 8,407 shares
    Change vs previous 13F -17 shares

    0.91% of the 13F portfolio, value $5,733,048.

    13F-HR 0001819815-26-000001 filed by Bellwether Advisors, 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 8,424 shares
    Change vs previous 13F +2 shares

    0.93% of the 13F portfolio, value $5,611,839.

    13F-HR 0001819815-25-000006 filed by Bellwether Advisors, 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 8,422 shares
    Change vs previous 13F +130 shares

    0.89% of the 13F portfolio, value $5,203,281.

    13F-HR 0001819815-25-000003 filed by Bellwether Advisors, 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 8,292 shares
    Change vs previous 13F +5,021 shares

    0.97% of the 13F portfolio, value $4,638,547.

    13F-HR 0001946654-25-000004 filed by Bellwether Advisors, 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 3,271 shares
    Change vs previous 13F -36,432 shares

    0.34% of the 13F portfolio, value $1,916,900.

    13F-HR 0001819815-25-000001 filed by Bellwether Advisors, 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 39,703 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $22,780,237.

    13F-HR 0001085146-24-005470 filed by Bellwether Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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