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Family Manage LLC: SPY position timeline

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

Family Manage LLC held 43,190 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,190 shares
    Change vs previous 13F -15,696 shares

    3.39% of the 13F portfolio, value $32,252,809.

    13F-HR 0001398344-26-014630 filed by Family Manage 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 58,886 shares
    Change vs previous 13F +15,131 shares

    4.59% of the 13F portfolio, value $38,295,855.

    13F-HR 0001398344-26-009312 filed by Family Manage 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 43,755 shares
    Change vs previous 13F +2,420 shares

    3.77% of the 13F portfolio, value $29,837,281.

    13F-HR 0001398344-26-003235 filed by Family Manage 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 41,335 shares
    Change vs previous 13F -1,161 shares

    3.82% of the 13F portfolio, value $27,536,456.

    13F-HR 0001398344-25-020877 filed by Family Manage 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 42,496 shares
    Change vs previous 13F +1,294 shares

    3.99% of the 13F portfolio, value $26,256,060.

    13F-HR 0001398344-25-015679 filed by Family Manage 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 41,202 shares
    Change vs previous 13F +2,532 shares

    3.81% of the 13F portfolio, value $23,048,127.

    13F-HR 0001398344-25-009654 filed by Family Manage 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 38,670 shares
    Change vs previous 13F -1,656 shares

    3.67% of the 13F portfolio, value $22,663,600.

    13F-HR 0001398344-25-002872 filed by Family Manage 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 40,326 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $23,137,192.

    13F-HR 0001398344-24-020770 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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