Skip to content
Disclosery

HERBST GROUP, LLC: SPY position timeline

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

HERBST GROUP, LLC held 13,015 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 13,015 shares
    Change vs previous 13F -229 shares

    5.3% of the 13F portfolio, value $9,719,221.

    13F-HR 0001951757-26-000974 filed by HERBST GROUP, 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 13,244 shares
    Change vs previous 13F +1,456 shares

    5.32% of the 13F portfolio, value $8,613,369.

    13F-HR 0001951757-26-000559 filed by HERBST GROUP, 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 11,788 shares
    Change vs previous 13F +767 shares

    4.73% of the 13F portfolio, value $8,038,317.

    13F-HR 0001951757-26-000173 filed by HERBST GROUP, 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 11,021 shares
    Change vs previous 13F +668 shares

    4.56% of the 13F portfolio, value $7,341,895.

    13F-HR 0001951757-25-001437 filed by HERBST GROUP, 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 10,353 shares
    Change vs previous 13F +802 shares

    3.83% of the 13F portfolio, value $6,396,772.

    13F-HR 0001951757-25-000832 filed by HERBST GROUP, 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 9,551 shares
    Change vs previous 13F +212 shares

    3.78% of the 13F portfolio, value $5,342,756.

    13F-HR 0001951757-25-000292 filed by HERBST GROUP, 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 9,339 shares
    Change vs previous 13F +383 shares

    3.41% of the 13F portfolio, value $5,473,212.

    13F-HR 0001951757-25-000041 filed by HERBST GROUP, 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 8,956 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $5,138,418.

    13F-HR 0001951757-24-000985 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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