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Disclosery

Liberty Atlantic Advisors LLC: SPY position timeline

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

Liberty Atlantic Advisors LLC held 525 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 525 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $401,564.

    13F-HR 0001754960-26-000873 filed by Liberty Atlantic Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 525 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $392,959.

    13F-HR 0001754960-26-000592 filed by Liberty Atlantic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 525 shares
    Change vs previous 13F +189 shares

    0.29% of the 13F portfolio, value $341,710.

    13F-HR 0001754960-26-000327 filed by Liberty Atlantic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 336 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $229,934.

    13F-HR 0001754960-26-000144 filed by Liberty Atlantic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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