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Gerstein Fisher: SPY position timeline

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

Gerstein Fisher held 2,417 SPY shares at 2016-09-30 per its 13F-HR filed 2016-11-15.

the latest 13F is the newest step

  1. period ended2016-09-30
    13F 2,417 shares
    Change vs previous 13F +24 shares

    0.06% of the 13F portfolio, value $523,000.

    13F-HR 0001527198-16-000014 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-06-30
    13F 2,393 shares
    Change vs previous 13F -246 shares

    0.07% of the 13F portfolio, value $501,000.

    13F-HR 0001527198-16-000013 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-03-31
    13F 2,639 shares
    Change vs previous 13F -741 shares

    0.07% of the 13F portfolio, value $542,000.

    13F-HR 0001527198-16-000012 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-12-31
    13F 3,380 shares
    Change vs previous 13F -212 shares

    0.1% of the 13F portfolio, value $689,000.

    13F-HR 0001527198-16-000011 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-09-30
    13F 3,592 shares
    Change vs previous 13F +78 shares

    0.1% of the 13F portfolio, value $688,000.

    13F-HR 0001527198-15-000007 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-06-30
    13F/A 3,514 shares
    Change vs previous 13F +17 shares

    0.12% of the 13F portfolio, value $723,000.

    13F-HR/A 0001527198-15-000009 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-03-31
    13F/A 3,497 shares
    Change vs previous 13F +2,440 shares

    0.12% of the 13F portfolio, value $722,000.

    13F-HR/A 0001527198-15-000008 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-12-31
    13F 1,057 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $217,000.

    13F-HR 0001527198-15-000002 filed by Gerstein Fisher
    Filed (acceptance time not in the bulk data set), ingested

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