Skip to content
Disclosery

Caerus Investment Advisors, LLC: SPY position timeline

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

Caerus Investment Advisors, LLC held 16,900 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,900 shares
    Change vs previous 13F -19 shares

    4.26% of the 13F portfolio, value $12,620,226.

    13F-HR 0001862682-26-000003 filed by Caerus Investment 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 ended2026-03-31
    13F 16,919 shares
    Change vs previous 13F -576 shares

    4.65% of the 13F portfolio, value $11,002,940.

    13F-HR 0001862682-26-000002 filed by Caerus Investment 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 ended2025-12-31
    13F 17,495 shares
    Change vs previous 13F -218 shares

    3.98% of the 13F portfolio, value $11,930,020.

    13F-HR 0001862682-26-000001 filed by Caerus Investment 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 ended2025-09-30
    13F 17,713 shares
    Change vs previous 13F +878 shares

    4.83% of the 13F portfolio, value $11,800,046.

    13F-HR 0001862682-25-000002 filed by Caerus Investment 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 ended2025-06-30
    13F 16,835 shares
    Change vs previous 13F -1,202 shares

    9.92% of the 13F portfolio, value $10,401,505.

    13F-HR 0001085146-25-005300 filed by Caerus Investment 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 ended2025-03-31
    13F 18,037 shares
    Change vs previous 13F +3,842 shares

    9.73% of the 13F portfolio, value $10,089,717.

    13F-HR 0001085146-25-002408 filed by Caerus Investment 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 ended2024-12-31
    13F 14,195 shares
    Change vs previous 13F -1,419 shares

    7.82% of the 13F portfolio, value $8,319,406.

    13F-HR 0001085146-25-001372 filed by Caerus Investment 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 ended2024-09-30
    13F 15,614 shares
    Change vs previous 13F not available

    8.49% of the 13F portfolio, value $8,958,689.

    13F-HR 0001085146-24-005889 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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