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Disclosery

Braun-Bostich & Associates Inc.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Braun-Bostich & Associates Inc. on SPY, newest first. How the timeline and the estimate are built.

Braun-Bostich & Associates Inc. held 1,225 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,225 shares
    Change vs previous 13F +6 shares

    0.51% of the 13F portfolio, value $914,793.

    13F-HR 0001951757-26-001030 filed by Braun-Bostich & Associates Inc.
    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 1,219 shares
    Change vs previous 13F +91 shares

    0.5% of the 13F portfolio, value $792,764.

    13F-HR 0001951757-26-000605 filed by Braun-Bostich & Associates Inc.
    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 1,128 shares
    Change vs previous 13F +18 shares

    0.47% of the 13F portfolio, value $769,206.

    13F-HR 0001951757-26-000091 filed by Braun-Bostich & Associates Inc.
    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 1,110 shares
    Change vs previous 13F -24 shares

    0.47% of the 13F portfolio, value $739,460.

    13F-HR 0001951757-25-001254 filed by Braun-Bostich & Associates Inc.
    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 1,134 shares
    Change vs previous 13F +44 shares

    0.48% of the 13F portfolio, value $700,642.

    13F-HR 0001951757-25-000573 filed by Braun-Bostich & Associates Inc.
    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 1,090 shares
    Change vs previous 13F +59 shares

    0.45% of the 13F portfolio, value $609,735.

    13F-HR 0001951757-25-000367 filed by Braun-Bostich & Associates Inc.
    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 1,031 shares
    Change vs previous 13F +48 shares

    0.44% of the 13F portfolio, value $604,248.

    13F-HR 0001951757-25-000057 filed by Braun-Bostich & Associates Inc.
    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 983 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $564,006.

    13F-HR 0001951757-24-001025 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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