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James J. Burns & Company, LLC: SPY position timeline

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

James J. Burns & Company, LLC held 117,953 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 117,953 shares
    Change vs previous 13F +46,787 shares

    9.54% of the 13F portfolio, value $88,083,213.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, 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 71,166 shares
    Change vs previous 13F +12,784 shares

    6.28% of the 13F portfolio, value $46,281,833.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, 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 58,382 shares
    Change vs previous 13F +9,154 shares

    5.49% of the 13F portfolio, value $39,812,351.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, 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 49,228 shares
    Change vs previous 13F +6,591 shares

    4.89% of the 13F portfolio, value $32,794,753.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, 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 42,637 shares
    Change vs previous 13F +7,085 shares

    4.3% of the 13F portfolio, value $26,342,538.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, 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 35,552 shares
    Change vs previous 13F +5,617 shares

    3.56% of the 13F portfolio, value $19,886,946.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, 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 29,935 shares
    Change vs previous 13F +8,596 shares

    3.05% of the 13F portfolio, value $17,544,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, 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 21,339 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $12,243,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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