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Biltmore Family Office, LLC: SPY position timeline

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

Biltmore Family Office, LLC held 25,556 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,556 shares
    Change vs previous 13F -1,064 shares

    2.51% of the 13F portfolio, value $19,133,128.

    13F-HR 0001398344-26-014190 filed by Biltmore Family Office, 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 26,620 shares
    Change vs previous 13F +1,357 shares

    2.43% of the 13F portfolio, value $17,359,812.

    13F-HR 0001398344-26-008905 filed by Biltmore Family Office, 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 25,263 shares
    Change vs previous 13F +723 shares

    2.38% of the 13F portfolio, value $17,276,139.

    13F-HR 0001398344-26-002220 filed by Biltmore Family Office, 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 24,540 shares
    Change vs previous 13F +5,243 shares

    2.33% of the 13F portfolio, value $16,392,753.

    13F-HR 0001398344-25-020082 filed by Biltmore Family Office, 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 19,297 shares
    Change vs previous 13F -5,129 shares

    2.02% of the 13F portfolio, value $11,956,628.

    13F-HR 0001398344-25-014333 filed by Biltmore Family Office, 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 24,426 shares
    Change vs previous 13F +5,562 shares

    2.33% of the 13F portfolio, value $13,695,862.

    13F-HR 0001398344-25-009213 filed by Biltmore Family Office, 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 18,864 shares
    Change vs previous 13F -1,069 shares

    1.86% of the 13F portfolio, value $11,092,853.

    13F-HR 0001398344-25-002568 filed by Biltmore Family Office, 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 19,933 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $11,471,641.

    13F-HR 0001398344-24-020429 filed by Biltmore Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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