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Lepercq De Neuflize Asset Management LLC: SPY position timeline

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

Lepercq De Neuflize Asset Management LLC held 108,716 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,716 shares
    Change vs previous 13F 0 shares

    51.54% of the 13F portfolio, value $81,185,847.

    13F-HR 0001420506-26-001580 filed by Lepercq De Neuflize Asset Management 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/A 108,716 shares
    Change vs previous 13F -6,529 shares

    51.24% of the 13F portfolio, value $70,702,363.

    13F-HR/A 0001420506-26-000942 filed by Lepercq De Neuflize Asset Management 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/A 115,245 shares
    Change vs previous 13F 0 shares

    44.93% of the 13F portfolio, value $78,587,870.

    13F-HR/A 0001420506-26-000606 filed by Lepercq De Neuflize Asset Management 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 115,245 shares
    Change vs previous 13F 0 shares

    44.3% of the 13F portfolio, value $76,773,915.

    13F-HR 0001420506-25-003056 filed by Lepercq De Neuflize Asset Management 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 115,245 shares
    Change vs previous 13F 0 shares

    62.18% of the 13F portfolio, value $71,204,123.

    13F-HR 0001420506-25-001824 filed by Lepercq De Neuflize Asset Management 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 115,245 shares
    Change vs previous 13F 0 shares

    62.41% of the 13F portfolio, value $64,466,901.

    13F-HR 0001420506-25-000994 filed by Lepercq De Neuflize Asset Management 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 115,245 shares
    Change vs previous 13F not available

    48.43% of the 13F portfolio, value $67,542,789.

    13F-HR 0001420506-25-000359 filed by Lepercq De Neuflize Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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