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Disclosery

Lindbrook Capital, LLC: SPY position timeline

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

Lindbrook Capital, LLC held 78,185 SPY shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 78,185 shares
    Change vs previous 13F -3,088 shares

    4.03% of the 13F portfolio, value $43,735,631.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 81,273 shares
    Change vs previous 13F -64 shares

    4.3% of the 13F portfolio, value $47,632,568.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 81,337 shares
    Change vs previous 13F +756 shares

    4.13% of the 13F portfolio, value $46,668,139.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 80,581 shares
    Change vs previous 13F +6,428 shares

    4.12% of the 13F portfolio, value $43,853,785.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 74,153 shares
    Change vs previous 13F +2,189 shares

    3.63% of the 13F portfolio, value $38,787,311.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 71,964 shares
    Change vs previous 13F -222 shares

    3.42% of the 13F portfolio, value $34,205,319.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 72,186 shares
    Change vs previous 13F -3,642 shares

    3.45% of the 13F portfolio, value $30,857,965.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 75,828 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $33,612,945.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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