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Goldstein Advisors, LLC: SPY position timeline

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

Goldstein Advisors, LLC held 5,154 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,154 shares
    Change vs previous 13F +1,322 shares

    0.35% of the 13F portfolio, value $3,848,726.

    13F-HR 0001172661-26-002693 filed by Goldstein Advisors, 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 3,832 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,491,984.

    13F-HR 0001172661-26-001553 filed by Goldstein Advisors, 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 3,832 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $2,612,982.

    13F-HR 0001172661-26-000596 filed by Goldstein Advisors, 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 3,832 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $2,552,660.

    13F-HR 0001172661-25-004337 filed by Goldstein Advisors, 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 3,832 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $2,367,461.

    13F-HR 0001172661-25-002781 filed by Goldstein Advisors, 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 3,832 shares
    Change vs previous 13F -14 shares

    0.31% of the 13F portfolio, value $2,143,398.

    13F-HR 0001172661-25-001539 filed by Goldstein Advisors, 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 3,846 shares
    Change vs previous 13F +3,146 shares

    0.33% of the 13F portfolio, value $2,254,242.

    13F-HR 0001172661-25-000256 filed by Goldstein Advisors, 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 700 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $401,798.

    13F-HR 0001172661-24-004345 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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