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Disclosery

Kovitz Investment Group, LLC: SPY position timeline

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

Kovitz Investment Group, LLC held 21,324 SPY shares at 2015-12-31 per its 13F-HR filed 2016-02-16.

the latest 13F is the newest step

  1. period ended2015-12-31
    13F 21,324 shares
    Change vs previous 13F +12,945 shares

    0.27% of the 13F portfolio, value $4,348,000.

    13F-HR 0001398344-16-009921 filed by Kovitz Investment 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 ended2015-09-30
    13F 8,379 shares
    Change vs previous 13F -1,250 shares

    0.09% of the 13F portfolio, value $1,606,000.

    13F-HR 0001398344-15-008088 filed by Kovitz Investment 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 ended2015-06-30
    13F 9,629 shares
    Change vs previous 13F +1,716 shares

    0.11% of the 13F portfolio, value $1,982,000.

    13F-HR 0001398344-15-005336 filed by Kovitz Investment 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 ended2015-03-31
    13F 7,913 shares
    Change vs previous 13F -5,177 shares

    0.09% of the 13F portfolio, value $1,633,000.

    13F-HR 0001398344-15-003329 filed by Kovitz Investment 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 ended2014-12-31
    13F 13,090 shares
    Change vs previous 13F +1,616 shares

    0.13% of the 13F portfolio, value $2,691,000.

    13F-HR 0001398344-15-001054 filed by Kovitz Investment 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 ended2014-09-30
    13F 11,474 shares
    Change vs previous 13F -509 shares

    0.12% of the 13F portfolio, value $2,261,000.

    13F-HR 0001398344-14-005916 filed by Kovitz Investment 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 ended2014-06-30
    13F 11,983 shares
    Change vs previous 13F -5,784 shares

    0.12% of the 13F portfolio, value $2,345,000.

    13F-HR 0001398344-14-004198 filed by Kovitz Investment 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 ended2014-03-31
    13F 17,767 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,784,000.

    13F-HR 0001398344-14-002834 filed by Kovitz Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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