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BREAKTHRU ADVISORY SERVICES, LLC: SPY position timeline

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

BREAKTHRU ADVISORY SERVICES, LLC held 7,226 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,226 shares
    Change vs previous 13F -6,481 shares

    18.12% of the 13F portfolio, value $5,396,160.

    13F-HR 0002055645-26-000004 filed by BREAKTHRU ADVISORY SERVICES, 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 13,707 shares
    Change vs previous 13F -1 shares

    14.29% of the 13F portfolio, value $8,914,211.

    13F-HR 0002055645-26-000002 filed by BREAKTHRU ADVISORY SERVICES, 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 13,708 shares
    Change vs previous 13F 0 shares

    5.97% of the 13F portfolio, value $9,347,760.

    13F-HR 0002055645-26-000001 filed by BREAKTHRU ADVISORY SERVICES, 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 13,708 shares
    Change vs previous 13F +13,708 shares

    6.01% of the 13F portfolio, value $9,131,996.

    13F-HR 0002055645-25-000007 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -14,292 shares

    13F-HR 0002055645-25-000003 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 14,292 shares
    Change vs previous 13F not available

    7.58% of the 13F portfolio, value $8,376,255.

    13F-HR 0002055645-25-000002 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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