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Disclosery

BOSTON FAMILY OFFICE LLC: SPY position timeline

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

BOSTON FAMILY OFFICE LLC held 45,064 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 45,064 shares
    Change vs previous 13F +881 shares

    2.04% of the 13F portfolio, value $33,652,000.

    13F-HR 0001039807-26-000006 filed by BOSTON 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 44,183 shares
    Change vs previous 13F -6,510 shares

    1.91% of the 13F portfolio, value $28,734,000.

    13F-HR 0001039807-26-000004 filed by BOSTON 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 50,693 shares
    Change vs previous 13F +1,701 shares

    2.19% of the 13F portfolio, value $34,568,000.

    13F-HR 0001039807-26-000002 filed by BOSTON 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 48,992 shares
    Change vs previous 13F -120 shares

    2.08% of the 13F portfolio, value $32,637,000.

    13F-HR 0001039807-25-000013 filed by BOSTON 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 49,112 shares
    Change vs previous 13F -293 shares

    2.02% of the 13F portfolio, value $30,344,000.

    13F-HR 0001039807-25-000006 filed by BOSTON 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 49,405 shares
    Change vs previous 13F -1,937 shares

    1.96% of the 13F portfolio, value $27,636,000.

    13F-HR 0001039807-25-000004 filed by BOSTON 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 51,342 shares
    Change vs previous 13F -6,051 shares

    2.07% of the 13F portfolio, value $30,090,000.

    13F-HR 0001039807-25-000002 filed by BOSTON 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 57,393 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $32,930,000.

    13F-HR 0001039807-24-000009 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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