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Disclosery

Gilbert & Cook, Inc.: SPY position timeline

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

Gilbert & Cook, Inc. held 5,252 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,252 shares
    Change vs previous 13F -55 shares

    0.45% of the 13F portfolio, value $3,922,332.

    13F-HR 0001675762-26-000004 filed by Gilbert & Cook, Inc.
    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 5,307 shares
    Change vs previous 13F -43 shares

    0.45% of the 13F portfolio, value $3,451,612.

    13F-HR 0001675762-26-000003 filed by Gilbert & Cook, Inc.
    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 5,350 shares
    Change vs previous 13F -188 shares

    0.46% of the 13F portfolio, value $3,648,482.

    13F-HR 0001675762-26-000001 filed by Gilbert & Cook, Inc.
    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 5,538 shares
    Change vs previous 13F -80 shares

    0.47% of the 13F portfolio, value $3,689,456.

    13F-HR 0001675762-25-000002 filed by Gilbert & Cook, Inc.
    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 5,618 shares
    Change vs previous 13F +157 shares

    0.47% of the 13F portfolio, value $3,471,170.

    13F-HR 0001765380-25-000281 filed by Gilbert & Cook, Inc.
    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 5,461 shares
    Change vs previous 13F -110 shares

    0.44% of the 13F portfolio, value $3,054,857.

    13F-HR 0001765380-25-000172 filed by Gilbert & Cook, Inc.
    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 5,571 shares
    Change vs previous 13F -139 shares

    0.46% of the 13F portfolio, value $3,265,025.

    13F-HR 0001765380-25-000007 filed by Gilbert & Cook, Inc.
    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 5,710 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,276,091.

    13F-HR 0001765380-24-000405 filed by Gilbert & Cook, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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