Lewis Asset Management, LLC: SPY position timeline

Lewis Asset Management, LLC held 16,610 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 16,610 shares

   Change vs previous 13F +94 shares

   4.35% of the 13F portfolio, value $12,403,697.

   13F-HR 0002004520-26-000003 filed by Lewis Asset Management, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 16,516 shares

   Change vs previous 13F +98 shares

   4.39% of the 13F portfolio, value $10,740,727.

   13F-HR 0002004520-26-000002 filed by Lewis Asset Management, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 16,418 shares

   Change vs previous 13F -75 shares

   4.56% of the 13F portfolio, value $11,195,945.

   13F-HR 0002004520-26-000001 filed by Lewis Asset Management, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 16,493 shares

   Change vs previous 13F +3,683 shares

   4.52% of the 13F portfolio, value $10,987,307.

   13F-HR 0002004520-25-000009 filed by Lewis Asset Management, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 12,810 shares

   Change vs previous 13F not available

   3.72% of the 13F portfolio, value $7,914,658.

   13F-HR 0002004520-25-000007 filed by Lewis Asset Management, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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