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Cresta Advisors, Ltd.: SPY position timeline

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

Cresta Advisors, Ltd. held 56,726 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 56,726 shares
    Change vs previous 13F +3,479 shares

    15.21% of the 13F portfolio, value $42,361,184.

    13F-HR 0001754960-26-000608 filed by Cresta Advisors, Ltd.
    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 53,247 shares
    Change vs previous 13F +3,695 shares

    14.18% of the 13F portfolio, value $34,628,575.

    13F-HR 0001754960-26-000325 filed by Cresta Advisors, Ltd.
    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 49,552 shares
    Change vs previous 13F +279 shares

    14.17% of the 13F portfolio, value $33,790,417.

    13F-HR 0001754960-26-000142 filed by Cresta Advisors, Ltd.
    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 49,273 shares
    Change vs previous 13F +2,481 shares

    14.65% of the 13F portfolio, value $32,824,439.

    13F-HR 0001754960-25-000705 filed by Cresta Advisors, Ltd.
    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 46,792 shares
    Change vs previous 13F -463 shares

    14.09% of the 13F portfolio, value $28,910,207.

    13F-HR 0001754960-25-000405 filed by Cresta Advisors, Ltd.
    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 47,255 shares
    Change vs previous 13F +6,515 shares

    13.7% of the 13F portfolio, value $26,433,767.

    13F-HR 0001754960-25-000290 filed by Cresta Advisors, Ltd.
    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 40,740 shares
    Change vs previous 13F 0 shares

    12.22% of the 13F portfolio, value $23,374,769.

    13F-HR 0001754960-25-000090 filed by Cresta Advisors, Ltd.
    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 40,740 shares
    Change vs previous 13F not available

    12.22% of the 13F portfolio, value $23,374,769.

    13F-HR 0001754960-24-000578 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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