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LFA - Lugano Financial Advisors SA: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LFA - Lugano Financial Advisors SA on SPY, newest first. How the timeline and the estimate are built.

LFA - Lugano Financial Advisors SA held 51,717 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,717 shares
    Change vs previous 13F +9,142 shares

    22.6% of the 13F portfolio, value $37,549,836.

    13F-HR 0001737871-26-000004 filed by LFA - Lugano Financial Advisors SA
    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 42,575 shares
    Change vs previous 13F +3,631 shares

    14.08% of the 13F portfolio, value $27,688,226.

    13F-HR 0001737871-26-000002 filed by LFA - Lugano Financial Advisors SA
    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 38,944 shares
    Change vs previous 13F -1,434 shares

    13.71% of the 13F portfolio, value $26,556,692.

    13F-HR 0001737871-26-000001 filed by LFA - Lugano Financial Advisors SA
    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 40,378 shares
    Change vs previous 13F +572 shares

    14.18% of the 13F portfolio, value $26,899,016.

    13F-HR 0001737871-25-000006 filed by LFA - Lugano Financial Advisors SA
    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 39,806 shares
    Change vs previous 13F -2,703 shares

    14.57% of the 13F portfolio, value $24,594,137.

    13F-HR 0001737871-25-000004 filed by LFA - Lugano Financial Advisors SA
    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 42,509 shares
    Change vs previous 13F +2,805 shares

    16.17% of the 13F portfolio, value $23,779,110.

    13F-HR 0001737871-25-000002 filed by LFA - Lugano Financial Advisors SA
    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 39,704 shares
    Change vs previous 13F -3,973 shares

    15.21% of the 13F portfolio, value $23,269,720.

    13F-HR 0001737871-25-000001 filed by LFA - Lugano Financial Advisors SA
    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 43,677 shares
    Change vs previous 13F not available

    17.04% of the 13F portfolio, value $25,060,116.

    13F-HR 0001737871-24-000005 filed by LFA - Lugano Financial Advisors SA
    Filed (acceptance time not in the bulk data set), ingested

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