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Mezzasalma Advisors, LLC: SPY position timeline

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

Mezzasalma Advisors, LLC held 1,290 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,290 shares
    Change vs previous 13F -657 shares

    0.19% of the 13F portfolio, value $963,414.

    13F-HR 0001864916-26-000003 filed by Mezzasalma 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 ended2026-03-31
    13F 1,947 shares
    Change vs previous 13F +3 shares

    0.32% of the 13F portfolio, value $1,266,157.

    13F-HR 0001864916-26-000002 filed by Mezzasalma 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 ended2025-12-31
    13F 1,944 shares
    Change vs previous 13F +200 shares

    0.32% of the 13F portfolio, value $1,327,879.

    13F-HR 0001864916-26-000001 filed by Mezzasalma 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 ended2025-09-30
    13F 1,744 shares
    Change vs previous 13F +49 shares

    0.3% of the 13F portfolio, value $1,161,940.

    13F-HR 0001864916-25-000004 filed by Mezzasalma 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 ended2025-06-30
    13F 1,695 shares
    Change vs previous 13F +201 shares

    0.31% of the 13F portfolio, value $1,047,102.

    13F-HR 0001085146-25-004268 filed by Mezzasalma 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 ended2025-03-31
    13F 1,494 shares
    Change vs previous 13F -262 shares

    0.29% of the 13F portfolio, value $835,689.

    13F-HR 0001085146-25-002195 filed by Mezzasalma 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 ended2024-12-31
    13F 1,756 shares
    Change vs previous 13F +755 shares

    0.33% of the 13F portfolio, value $1,029,080.

    13F-HR 0001085146-25-000546 filed by Mezzasalma 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 ended2024-09-30
    13F 1,001 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $574,323.

    13F-HR 0001085146-24-004961 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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