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Bristlecone Advisors, LLC: SPY position timeline

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

Bristlecone Advisors, LLC held 23,981 SPY shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 23,981 shares
    Change vs previous 13F +580 shares

    1.34% of the 13F portfolio, value $15,975,568.

    13F-HR 0001671716-25-000004 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 23,401 shares
    Change vs previous 13F -840 shares

    1.21% of the 13F portfolio, value $14,458,335.

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 24,241 shares
    Change vs previous 13F +169 shares

    1.11% of the 13F portfolio, value $13,560,116.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 24,072 shares
    Change vs previous 13F -81 shares

    1.1% of the 13F portfolio, value $14,108,348.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 24,153 shares
    Change vs previous 13F +802 shares

    1.11% of the 13F portfolio, value $13,858,303.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 23,351 shares
    Change vs previous 13F -381 shares

    1.08% of the 13F portfolio, value $12,708,104.

    13F-HR 0001398344-24-013068 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 23,732 shares
    Change vs previous 13F +1,251 shares

    1.09% of the 13F portfolio, value $12,413,434.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 22,481 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $10,685,409.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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