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J.Safra Asset Management Corp: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.Safra Asset Management Corp on SPY, newest first. How the timeline and the estimate are built.

J.Safra Asset Management Corp held 19,628 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,628 shares
    Change vs previous 13F +9 shares

    0.68% of the 13F portfolio, value $14,657,823.

    13F-HR 0001535293-26-000005 filed by J.Safra Asset Management Corp
    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 19,619 shares
    Change vs previous 13F -52,907 shares

    0.69% of the 13F portfolio, value $12,759,027.

    13F-HR 0001535293-26-000004 filed by J.Safra Asset Management Corp
    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 72,526 shares
    Change vs previous 13F +8,175 shares

    2.59% of the 13F portfolio, value $49,456,842.

    13F-HR 0001535293-26-000001 filed by J.Safra Asset Management Corp
    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 64,351 shares
    Change vs previous 13F -27,372 shares

    2.6% of the 13F portfolio, value $42,869,538.

    13F-HR 0001535293-25-000006 filed by J.Safra Asset Management Corp
    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/A 91,723 shares
    Change vs previous 13F +585 shares

    3.95% of the 13F portfolio, value $56,671,318.

    13F-HR/A 0001535293-25-000008 filed by J.Safra Asset Management Corp
    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/A 91,138 shares
    Change vs previous 13F +8,110 shares

    4.15% of the 13F portfolio, value $50,981,686.

    13F-HR/A 0001535293-25-000007 filed by J.Safra Asset Management Corp
    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 83,028 shares
    Change vs previous 13F -105,741 shares

    3.97% of the 13F portfolio, value $48,838,730.

    13F-HR 0001535293-25-000001 filed by J.Safra Asset Management Corp
    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 188,769 shares
    Change vs previous 13F not available

    10.25% of the 13F portfolio, value $107,875,820.

    13F-HR 0001535293-24-000006 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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