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HARRELL INVESTMENT PARTNERS, LLC: SPY position timeline

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

HARRELL INVESTMENT PARTNERS, LLC held 989 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 989 shares
    Change vs previous 13F -62 shares

    0.16% of the 13F portfolio, value $738,556.

    13F-HR 0001951757-26-000984 filed by HARRELL INVESTMENT 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 1,051 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $683,423.

    13F-HR 0001951757-26-000699 filed by HARRELL INVESTMENT 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 1,051 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $716,609.

    13F-HR 0001951757-26-000150 filed by HARRELL INVESTMENT 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 1,051 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $700,069.

    13F-HR 0001951757-25-001185 filed by HARRELL INVESTMENT 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 1,051 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $649,280.

    13F-HR 0001951757-25-000860 filed by HARRELL INVESTMENT 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 1,051 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $587,846.

    13F-HR 0001951757-25-000389 filed by HARRELL INVESTMENT 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 1,051 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $615,894.

    13F-HR 0001951757-25-000082 filed by HARRELL INVESTMENT 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 1,051 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $602,947.

    13F-HR 0001951757-24-001014 filed by HARRELL INVESTMENT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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