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EAGLE ROCK INVESTMENT COMPANY, LLC: SPY position timeline

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

EAGLE ROCK INVESTMENT COMPANY, LLC held 3,706 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,706 shares
    Change vs previous 13F -156 shares

    0.34% of the 13F portfolio, value $2,767,530.

    13F-HR 0001951757-26-000955 filed by EAGLE ROCK INVESTMENT COMPANY, 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 3,862 shares
    Change vs previous 13F +18 shares

    0.36% of the 13F portfolio, value $2,511,613.

    13F-HR 0001951757-26-000549 filed by EAGLE ROCK INVESTMENT COMPANY, 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 3,844 shares
    Change vs previous 13F +22 shares

    0.37% of the 13F portfolio, value $2,621,300.

    13F-HR 0001951757-26-000080 filed by EAGLE ROCK INVESTMENT COMPANY, 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 3,822 shares
    Change vs previous 13F -18 shares

    0.38% of the 13F portfolio, value $2,546,140.

    13F-HR 0001951757-25-001330 filed by EAGLE ROCK INVESTMENT COMPANY, 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 3,840 shares
    Change vs previous 13F +164 shares

    0.38% of the 13F portfolio, value $2,372,544.

    13F-HR 0001951757-25-000937 filed by EAGLE ROCK INVESTMENT COMPANY, 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 3,676 shares
    Change vs previous 13F -695 shares

    0.35% of the 13F portfolio, value $2,056,318.

    13F-HR 0001951757-25-000331 filed by EAGLE ROCK INVESTMENT COMPANY, 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 4,371 shares
    Change vs previous 13F +6 shares

    0.43% of the 13F portfolio, value $2,561,756.

    13F-HR 0001951757-25-000025 filed by EAGLE ROCK INVESTMENT COMPANY, 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 4,365 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,504,462.

    13F-HR 0001951757-24-000970 filed by EAGLE ROCK INVESTMENT COMPANY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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