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Disclosery

COURIER CAPITAL LLC: SPY position timeline

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

COURIER CAPITAL LLC held 18,337 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,337 shares
    Change vs previous 13F +2,257 shares

    0.68% of the 13F portfolio, value $13,693,252.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 16,080 shares
    Change vs previous 13F +106 shares

    0.58% of the 13F portfolio, value $10,457,484.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 15,974 shares
    Change vs previous 13F -65 shares

    0.61% of the 13F portfolio, value $10,892,874.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 16,039 shares
    Change vs previous 13F -70 shares

    0.61% of the 13F portfolio, value $10,684,648.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 16,109 shares
    Change vs previous 13F +78 shares

    0.6% of the 13F portfolio, value $9,953,229.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 16,031 shares
    Change vs previous 13F -1,248 shares

    0.59% of the 13F portfolio, value $8,967,493.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 17,279 shares
    Change vs previous 13F -224 shares

    0.7% of the 13F portfolio, value $10,127,014.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 17,503 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $10,042,657.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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