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Global Assets Advisory, LLC: SPY position timeline

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

Global Assets Advisory, LLC held 4,488 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,488 shares
    Change vs previous 13F -523 shares

    0.73% of the 13F portfolio, value $3,354,837.

    13F-HR 0001420506-26-001303 filed by Global Assets Advisory, 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 5,011 shares
    Change vs previous 13F +1,017 shares

    0.75% of the 13F portfolio, value $2,621,467.

    13F-HR 0001420506-26-000778 filed by Global Assets Advisory, 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 3,994 shares
    Change vs previous 13F +165 shares

    0.78% of the 13F portfolio, value $2,723,723.

    13F-HR 0001420506-26-000219 filed by Global Assets Advisory, 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 3,829 shares
    Change vs previous 13F +517 shares

    0.76% of the 13F portfolio, value $2,550,580.

    13F-HR 0001420506-25-002952 filed by Global Assets Advisory, 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 3,312 shares
    Change vs previous 13F -2,132 shares

    0.8% of the 13F portfolio, value $2,045,730.

    13F-HR 0001420506-25-001562 filed by Global Assets Advisory, 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 5,444 shares
    Change vs previous 13F +3,395 shares

    0.55% of the 13F portfolio, value $2,914,298.

    13F-HR 0001420506-25-000811 filed by Global Assets Advisory, 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 2,049 shares
    Change vs previous 13F +155 shares

    0.66% of the 13F portfolio, value $1,197,935.

    13F-HR 0001420506-25-000476 filed by Global Assets Advisory, 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 1,894 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,076,762.

    13F-HR 0001420506-24-002159 filed by Global Assets Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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