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Disclosery

Centerpoint Advisors, LLC: SPY position timeline

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

Centerpoint Advisors, LLC held 2,962 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,962 shares
    Change vs previous 13F +1,097 shares

    0.63% of the 13F portfolio, value $2,212,000.

    13F-HR 0001733788-26-000005 filed by Centerpoint 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 1,865 shares
    Change vs previous 13F -6 shares

    0.39% of the 13F portfolio, value $1,213,000.

    13F-HR 0001733788-26-000003 filed by Centerpoint 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 1,871 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,276,000.

    13F-HR 0001733788-26-000001 filed by Centerpoint 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 1,871 shares
    Change vs previous 13F +32 shares

    0.39% of the 13F portfolio, value $1,246,000.

    13F-HR 0001733788-25-000006 filed by Centerpoint 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 1,839 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,136,000.

    13F-HR 0001733788-25-000004 filed by Centerpoint 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 1,839 shares
    Change vs previous 13F +6 shares

    0.38% of the 13F portfolio, value $1,029,000.

    13F-HR 0001733788-25-000003 filed by Centerpoint 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 1,833 shares
    Change vs previous 13F -175 shares

    0.38% of the 13F portfolio, value $1,074,000.

    13F-HR 0001733788-25-000001 filed by Centerpoint 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 2,008 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,152,000.

    13F-HR 0001733788-24-000007 filed by Centerpoint Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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