Skip to content
Disclosery

LGL PARTNERS, LLC: SPY position timeline

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

LGL PARTNERS, LLC held 98,619 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,619 shares
    Change vs previous 13F +402 shares

    26.94% of the 13F portfolio, value $73,645,505.

    13F-HR 0001653202-26-000003 filed by LGL PARTNERS, 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 98,217 shares
    Change vs previous 13F +428 shares

    26.37% of the 13F portfolio, value $64,050,998.

    13F-HR 0001653202-26-000002 filed by LGL PARTNERS, 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 97,789 shares
    Change vs previous 13F -1,080 shares

    28.53% of the 13F portfolio, value $66,857,842.

    13F-HR 0001653202-26-000001 filed by LGL PARTNERS, 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 98,869 shares
    Change vs previous 13F -32 shares

    28.13% of the 13F portfolio, value $66,047,428.

    13F-HR 0001653202-25-000005 filed by LGL PARTNERS, 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 98,901 shares
    Change vs previous 13F +176 shares

    27.76% of the 13F portfolio, value $62,530,425.

    13F-HR 0001653202-25-000003 filed by LGL PARTNERS, 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 98,725 shares
    Change vs previous 13F -12,065 shares

    26.72% of the 13F portfolio, value $55,394,834.

    13F-HR 0001653202-25-000002 filed by LGL PARTNERS, 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 110,790 shares
    Change vs previous 13F +296 shares

    9.42% of the 13F portfolio, value $64,931,555.

    13F-HR 0000919574-25-000807 filed by LGL PARTNERS, LLC
    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 110,494 shares
    Change vs previous 13F not available

    8.9% of the 13F portfolio, value $63,397,090.

    13F-HR 0000919574-24-006273 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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