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Hegarty Advisors, LLC: SPY position timeline

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

Hegarty Advisors, LLC held 3,389 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 3,389 shares
    Change vs previous 13F +40 shares

    1.74% of the 13F portfolio, value $2,530,516.

    13F-HR 0002063364-26-000208 filed by Hegarty 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 3,349 shares
    Change vs previous 13F +38 shares

    1.72% of the 13F portfolio, value $2,177,916.

    13F-HR 0002063364-26-000142 filed by Hegarty 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 3,311 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $2,256,982.

    13F-HR 0002063364-26-000042 filed by Hegarty Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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