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Disclosery

EPIQ PARTNERS, LLC: SPY position timeline

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

EPIQ PARTNERS, LLC held 5,054 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,054 shares
    Change vs previous 13F +6 shares

    1.66% of the 13F portfolio, value $3,854,416.

    13F-HR 0001799435-26-000005 filed by EPIQ PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,048 shares
    Change vs previous 13F -56 shares

    1.6% of the 13F portfolio, value $3,769,777.

    13F-HR 0001799435-26-000004 filed by EPIQ 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 ended2026-03-31
    13F 5,104 shares
    Change vs previous 13F +145 shares

    1.55% of the 13F portfolio, value $3,319,404.

    13F-HR 0001799435-26-000002 filed by EPIQ 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 ended2025-12-31
    13F 4,959 shares
    Change vs previous 13F -110 shares

    1.58% of the 13F portfolio, value $3,381,709.

    13F-HR 0001799435-26-000001 filed by EPIQ 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 ended2025-09-30
    13F 5,069 shares
    Change vs previous 13F 0 shares

    1.6% of the 13F portfolio, value $3,376,866.

    13F-HR 0001799435-25-000007 filed by EPIQ 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 ended2025-06-30
    13F 5,069 shares
    Change vs previous 13F -201 shares

    1.6% of the 13F portfolio, value $3,131,882.

    13F-HR 0001799435-25-000004 filed by EPIQ 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 ended2025-03-31
    13F 5,270 shares
    Change vs previous 13F +1 shares

    1.56% of the 13F portfolio, value $2,947,985.

    13F-HR 0001799435-25-000003 filed by EPIQ 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 ended2024-12-31
    13F 5,269 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $3,088,056.

    13F-HR 0001799435-25-000001 filed by EPIQ PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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