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Disclosery

Great Diamond Partners, LLC: SPY position timeline

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

Great Diamond Partners, LLC held 2,770 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,770 shares
    Change vs previous 13F -200 shares

    0.36% of the 13F portfolio, value $2,068,955.

    13F-HR 0001172661-26-002658 filed by Great Diamond Partners, 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 2,970 shares
    Change vs previous 13F -19,945 shares

    0.37% of the 13F portfolio, value $1,931,834.

    13F-HR 0001172661-26-001739 filed by Great Diamond Partners, 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 22,915 shares
    Change vs previous 13F -579 shares

    3.01% of the 13F portfolio, value $15,626,253.

    13F-HR 0001172661-26-000514 filed by Great Diamond Partners, 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 23,494 shares
    Change vs previous 13F +329 shares

    3.04% of the 13F portfolio, value $15,651,284.

    13F-HR 0001172661-25-004336 filed by Great Diamond Partners, 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 23,165 shares
    Change vs previous 13F +1,819 shares

    3.02% of the 13F portfolio, value $14,312,539.

    13F-HR 0001172661-25-003158 filed by Great Diamond Partners, 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 21,346 shares
    Change vs previous 13F +6,926 shares

    3.26% of the 13F portfolio, value $11,940,775.

    13F-HR 0001172661-25-001768 filed by Great Diamond Partners, 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 14,420 shares
    Change vs previous 13F +3,100 shares

    2.19% of the 13F portfolio, value $8,451,308.

    13F-HR 0001172661-25-000333 filed by Great Diamond Partners, 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 11,320 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $6,494,993.

    13F-HR 0001172661-24-004362 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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