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EASTERLY INVESTMENT PARTNERS LLC: SPY position timeline

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

EASTERLY INVESTMENT PARTNERS LLC held 792,594 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 792,594 shares
    Change vs previous 13F +90,000 shares

    30.12% of the 13F portfolio, value $591,885,421.

    13F-HR 0001214659-26-008851 filed by EASTERLY INVESTMENT PARTNERS 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 702,594 shares
    Change vs previous 13F +40,000 shares

    33.97% of the 13F portfolio, value $444,020,057.

    13F-HR 0001214659-26-005875 filed by EASTERLY INVESTMENT PARTNERS 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 662,594 shares
    Change vs previous 13F +185,000 shares

    27.73% of the 13F portfolio, value $451,836,100.

    13F-HR 0001214659-26-001393 filed by EASTERLY INVESTMENT PARTNERS 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 477,594 shares
    Change vs previous 13F +105,000 shares

    21.52% of the 13F portfolio, value $318,163,571.

    13F-HR 0001214659-25-016273 filed by EASTERLY INVESTMENT PARTNERS 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 372,594 shares
    Change vs previous 13F +105,000 shares

    16.51% of the 13F portfolio, value $230,207,203.

    13F-HR 0001214659-25-011001 filed by EASTERLY INVESTMENT PARTNERS 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 267,594 shares
    Change vs previous 13F -50,070 shares

    12.46% of the 13F portfolio, value $149,689,408.

    13F-HR 0001214659-25-006854 filed by EASTERLY INVESTMENT PARTNERS 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 317,664 shares
    Change vs previous 13F +35,070 shares

    14.62% of the 13F portfolio, value $186,176,517.

    13F-HR 0001214659-25-002436 filed by EASTERLY INVESTMENT PARTNERS 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 282,594 shares
    Change vs previous 13F not available

    13% of the 13F portfolio, value $162,141,133.

    13F-HR 0001214659-24-018238 filed by EASTERLY INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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