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LAZARI CAPITAL MANAGEMENT, INC.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAZARI CAPITAL MANAGEMENT, INC. on SPY, newest first. How the timeline and the estimate are built.

LAZARI CAPITAL MANAGEMENT, INC. held 3,674 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,674 shares
    Change vs previous 13F -145 shares

    0.85% of the 13F portfolio, value $2,743,981.

    13F-HR 0001986389-26-000004 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 3,819 shares
    Change vs previous 13F -34 shares

    0.86% of the 13F portfolio, value $2,483,954.

    13F-HR 0001986389-26-000003 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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/A 3,853 shares
    Change vs previous 13F -23 shares

    0.88% of the 13F portfolio, value $2,627,478.

    13F-HR/A 0001986389-26-000002 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 3,876 shares
    Change vs previous 13F -255 shares

    0.87% of the 13F portfolio, value $2,582,304.

    13F-HR 0001986389-25-000008 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 4,131 shares
    Change vs previous 13F -28 shares

    0.96% of the 13F portfolio, value $2,552,140.

    13F-HR 0001986389-25-000003 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 4,159 shares
    Change vs previous 13F +335 shares

    0.95% of the 13F portfolio, value $2,326,685.

    13F-HR 0001986389-25-000002 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 3,824 shares
    Change vs previous 13F +35 shares

    0.89% of the 13F portfolio, value $2,241,107.

    13F-HR 0001986389-25-000001 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 3,789 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,173,748.

    13F-HR 0001986389-24-000006 filed by LAZARI CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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