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Disclosery

Canopy Partners, LLC: SPY position timeline

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

Canopy Partners, LLC held 17,781 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,781 shares
    Change vs previous 13F 0 shares

    3.99% of the 13F portfolio, value $13,278,317.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, 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 17,781 shares
    Change vs previous 13F 0 shares

    3.97% of the 13F portfolio, value $11,563,696.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, 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 17,781 shares
    Change vs previous 13F 0 shares

    3.95% of the 13F portfolio, value $12,125,220.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, 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 17,781 shares
    Change vs previous 13F -16 shares

    3.96% of the 13F portfolio, value $11,845,347.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, 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 17,797 shares
    Change vs previous 13F -61 shares

    4.03% of the 13F portfolio, value $10,995,876.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, 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 17,858 shares
    Change vs previous 13F -874 shares

    3.89% of the 13F portfolio, value $9,989,587.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, 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 18,732 shares
    Change vs previous 13F 0 shares

    4.19% of the 13F portfolio, value $10,978,451.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, 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 18,732 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $10,747,672.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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