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ISTHMUS PARTNERS, LLC: SPY position timeline

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

ISTHMUS PARTNERS, LLC held 1,812 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 1,812 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,353,147.

    13F-HR 0001104659-26-084982 filed by ISTHMUS 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 1,812 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,178,416.

    13F-HR 0001104659-26-051814 filed by ISTHMUS 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 1,812 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,235,639.

    13F-HR 0001104659-26-010761 filed by ISTHMUS 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 1,812 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,207,118.

    13F-HR 0001104659-25-108816 filed by ISTHMUS 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 1,812 shares
    Change vs previous 13F +298 shares

    0.13% of the 13F portfolio, value $1,119,544.

    13F-HR 0001104659-25-077422 filed by ISTHMUS 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 1,514 shares
    Change vs previous 13F -4,011 shares

    0.11% of the 13F portfolio, value $846,916.

    13F-HR 0001104659-25-043531 filed by ISTHMUS 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 5,525 shares
    Change vs previous 13F +3,951 shares

    0.39% of the 13F portfolio, value $3,238,092.

    13F-HR 0001104659-25-010479 filed by ISTHMUS 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 1,574 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $903,098.

    13F-HR 0001104659-24-118464 filed by ISTHMUS PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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