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Edgestream Partners, L.P.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edgestream Partners, L.P. on SPY, newest first. How the timeline and the estimate are built.

Edgestream Partners, L.P. held 51,634 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,634 shares
    Change vs previous 13F +22,650 shares

    1.15% of the 13F portfolio, value $38,558,722.

    13F-HR 0001535061-26-000004 filed by Edgestream Partners, L.P.
    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 28,984 shares
    Change vs previous 13F -72,564 shares

    0.62% of the 13F portfolio, value $18,849,455.

    13F-HR 0001535061-26-000003 filed by Edgestream Partners, L.P.
    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 101,548 shares
    Change vs previous 13F +50,107 shares

    1.95% of the 13F portfolio, value $69,247,612.

    13F-HR 0001535061-26-000001 filed by Edgestream Partners, L.P.
    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 51,441 shares
    Change vs previous 13F +10,265 shares

    1% of the 13F portfolio, value $34,268,965.

    13F-HR 0001535061-25-000007 filed by Edgestream Partners, L.P.
    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 41,176 shares
    Change vs previous 13F -2,635 shares

    0.71% of the 13F portfolio, value $25,440,592.

    13F-HR 0001535061-25-000005 filed by Edgestream Partners, L.P.
    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 43,811 shares
    Change vs previous 13F -19,665 shares

    0.83% of the 13F portfolio, value $24,507,435.

    13F-HR 0001535061-25-000004 filed by Edgestream Partners, L.P.
    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 63,476 shares
    Change vs previous 13F -6,221 shares

    1.58% of the 13F portfolio, value $37,202,014.

    13F-HR 0001535061-25-000003 filed by Edgestream Partners, L.P.
    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 69,697 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $39,989,351.

    13F-HR 0001535061-24-000004 filed by Edgestream Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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