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Disclosery

BOS Asset Management, LLC: SPY position timeline

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

BOS Asset Management, LLC held 22,159 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,159 shares
    Change vs previous 13F +468 shares

    3.95% of the 13F portfolio, value $16,898,941.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,691 shares
    Change vs previous 13F -5,535 shares

    3.76% of the 13F portfolio, value $16,197,889.

    13F-HR 0001965814-26-000003 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 27,226 shares
    Change vs previous 13F +227 shares

    4.52% of the 13F portfolio, value $17,706,439.

    13F-HR 0001965814-26-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,999 shares
    Change vs previous 13F +366 shares

    4.93% of the 13F portfolio, value $18,411,353.

    13F-HR 0001965814-26-000001 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,633 shares
    Change vs previous 13F +322 shares

    5% of the 13F portfolio, value $17,742,469.

    13F-HR 0001965814-25-000009 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 26,311 shares
    Change vs previous 13F +1,178 shares

    5.19% of the 13F portfolio, value $16,256,251.

    13F-HR 0001965814-25-000007 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 25,133 shares
    Change vs previous 13F +550 shares

    4.82% of the 13F portfolio, value $14,059,149.

    13F-HR 0001965814-25-000006 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,583 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $14,407,605.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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