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Mutual Advisors, LLC: ISPY position timeline

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

Mutual Advisors, LLC held 46,996 ISPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,996 shares
    Change vs previous 13F +1,089 shares

    0.04% of the 13F portfolio, value $2,264,717.

    13F-HR 0001986152-26-000154 filed by Mutual 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 45,907 shares
    Change vs previous 13F +19,254 shares

    0.04% of the 13F portfolio, value $1,990,052.

    13F-HR 0001986152-26-000054 filed by Mutual 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 26,653 shares
    Change vs previous 13F +18,015 shares

    0.03% of the 13F portfolio, value $1,216,175.

    13F-HR 0001986152-26-000005 filed by Mutual 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 8,638 shares
    Change vs previous 13F -809 shares

    0.01% of the 13F portfolio, value $392,243.

    13F-HR 0001986152-25-000100 filed by Mutual 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 9,447 shares
    Change vs previous 13F +872 shares

    0.01% of the 13F portfolio, value $411,435.

    13F-HR 0001986152-25-000050 filed by Mutual 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 8,575 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $338,965.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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