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Cobblestone Asset Management LLC: SPYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cobblestone Asset Management LLC on SPYV, newest first. How the timeline and the estimate are built.

Cobblestone Asset Management LLC held 167,149 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,149 shares
    Change vs previous 13F -48,101 shares

    4.24% of the 13F portfolio, value $10,160,988.

    13F-HR 0001994512-26-000007 filed by Cobblestone Asset Management 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 215,250 shares
    Change vs previous 13F -27,834 shares

    5.48% of the 13F portfolio, value $12,178,845.

    13F-HR 0001994512-26-000005 filed by Cobblestone Asset Management 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 243,084 shares
    Change vs previous 13F +74,268 shares

    6.2% of the 13F portfolio, value $13,809,602.

    13F-HR 0001994512-26-000001 filed by Cobblestone Asset Management 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 168,816 shares
    Change vs previous 13F +6,464 shares

    4.27% of the 13F portfolio, value $9,340,589.

    13F-HR 0001994512-25-000006 filed by Cobblestone Asset Management 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 162,352 shares
    Change vs previous 13F +7,771 shares

    4.47% of the 13F portfolio, value $8,497,504.

    13F-HR 0001994512-25-000004 filed by Cobblestone Asset Management 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 154,581 shares
    Change vs previous 13F +54,313 shares

    4.61% of the 13F portfolio, value $7,894,452.

    13F-HR 0001994512-25-000003 filed by Cobblestone Asset Management 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 100,268 shares
    Change vs previous 13F +1,616 shares

    3.35% of the 13F portfolio, value $5,127,706.

    13F-HR 0001994512-25-000001 filed by Cobblestone Asset Management 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 98,652 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $5,214,745.

    13F-HR 0001994512-24-000006 filed by Cobblestone Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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