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ELEMENT POINTE ADVISORS, LLC: SPY position timeline

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

ELEMENT POINTE ADVISORS, LLC held 72,251 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,251 shares
    Change vs previous 13F 0 shares

    8.69% of the 13F portfolio, value $53,954,880.

    13F-HR 0001764059-26-000007 filed by ELEMENT POINTE ADVISORS, 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 72,251 shares
    Change vs previous 13F -65 shares

    8.87% of the 13F portfolio, value $46,987,716.

    13F-HR 0001764059-26-000003 filed by ELEMENT POINTE ADVISORS, 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 72,316 shares
    Change vs previous 13F +180 shares

    9.53% of the 13F portfolio, value $49,313,727.

    13F-HR 0001764059-26-000001 filed by ELEMENT POINTE ADVISORS, 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 72,136 shares
    Change vs previous 13F -69 shares

    10.24% of the 13F portfolio, value $48,055,561.

    13F-HR 0001764059-25-000003 filed by ELEMENT POINTE ADVISORS, 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 72,205 shares
    Change vs previous 13F -51 shares

    10.79% of the 13F portfolio, value $44,611,859.

    13F-HR 0001085146-25-005360 filed by ELEMENT POINTE ADVISORS, 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 72,256 shares
    Change vs previous 13F 0 shares

    9.83% of the 13F portfolio, value $40,419,284.

    13F-HR 0001085146-25-002874 filed by ELEMENT POINTE ADVISORS, 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 72,256 shares
    Change vs previous 13F +203 shares

    9.96% of the 13F portfolio, value $42,347,796.

    13F-HR 0001085146-25-001490 filed by ELEMENT POINTE ADVISORS, 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 72,053 shares
    Change vs previous 13F not available

    10.06% of the 13F portfolio, value $41,341,129.

    13F-HR 0001085146-24-005696 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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