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Disclosery

Lion Street Advisors, LLC: SPY position timeline

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

Lion Street Advisors, LLC held 3,711 SPY shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,711 shares
    Change vs previous 13F -1,254 shares

    0.59% of the 13F portfolio, value $1,704,379.

    13F-HR 0001801991-25-000002 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 4,965 shares
    Change vs previous 13F +479 shares

    0.93% of the 13F portfolio, value $3,067,104.

    13F-HR 0001085146-25-004168 filed by Lion Street 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 ended2025-03-31
    13F 4,486 shares
    Change vs previous 13F -881 shares

    0.8% of the 13F portfolio, value $2,509,090.

    13F-HR 0001085146-25-002198 filed by Lion Street 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 ended2024-12-31
    13F 5,367 shares
    Change vs previous 13F +9 shares

    1% of the 13F portfolio, value $3,144,648.

    13F-HR 0001085146-25-000506 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 5,358 shares
    Change vs previous 13F +162 shares

    1.07% of the 13F portfolio, value $3,073,531.

    13F-HR 0001085146-24-004781 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 5,196 shares
    Change vs previous 13F -220 shares

    1.05% of the 13F portfolio, value $2,826,808.

    13F-HR 0001085146-24-002866 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 5,416 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $2,574,094.

    13F-HR 0001085146-24-001762 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 5,416 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,574,094.

    13F-HR 0001085146-24-000125 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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