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COOKSON PEIRCE & CO INC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COOKSON PEIRCE & CO INC on SPY, newest first. How the timeline and the estimate are built.

COOKSON PEIRCE & CO INC held 2,210 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,210 shares
    Change vs previous 13F +258 shares

    0.05% of the 13F portfolio, value $1,650,302.

    13F-HR 0001141455-26-000004 filed by COOKSON PEIRCE & CO INC
    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 1,952 shares
    Change vs previous 13F +95 shares

    0.05% of the 13F portfolio, value $1,269,277.

    13F-HR 0001141455-26-000003 filed by COOKSON PEIRCE & CO INC
    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 1,857 shares
    Change vs previous 13F -212 shares

    0.05% of the 13F portfolio, value $1,266,462.

    13F-HR 0001141455-26-000001 filed by COOKSON PEIRCE & CO INC
    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 2,069 shares
    Change vs previous 13F +15 shares

    0.06% of the 13F portfolio, value $1,378,460.

    13F-HR 0001141455-25-000007 filed by COOKSON PEIRCE & CO INC
    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 2,054 shares
    Change vs previous 13F +733 shares

    0.06% of the 13F portfolio, value $1,269,188.

    13F-HR 0001141455-25-000005 filed by COOKSON PEIRCE & CO INC
    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 1,321 shares
    Change vs previous 13F +484 shares

    0.04% of the 13F portfolio, value $739,106.

    13F-HR 0001141455-25-000004 filed by COOKSON PEIRCE & CO INC
    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 837 shares
    Change vs previous 13F +150 shares

    0.02% of the 13F portfolio, value $490,549.

    13F-HR 0001141455-25-000003 filed by COOKSON PEIRCE & CO INC
    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 687 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $394,174.

    13F-HR 0001141455-24-000006 filed by COOKSON PEIRCE & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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