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Disclosery

National Philanthropic Trust: SPY position timeline

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

National Philanthropic Trust held 174,645 SPY 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 174,645 shares
    Change vs previous 13F +6,670 shares

    1.89% of the 13F portfolio, value $130,419,647.

    13F-HR 0001193805-26-001094 filed by National Philanthropic Trust
    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 167,975 shares
    Change vs previous 13F -1,954 shares

    1.16% of the 13F portfolio, value $109,240,862.

    13F-HR 0001193805-26-000629 filed by National Philanthropic Trust
    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 169,929 shares
    Change vs previous 13F +6,252 shares

    1.14% of the 13F portfolio, value $115,877,984.

    13F-HR 0001193805-26-000630 filed by National Philanthropic Trust
    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 163,677 shares
    Change vs previous 13F -3,808 shares

    1.22% of the 13F portfolio, value $109,038,344.

    13F-HR 0001193805-26-000631 filed by National Philanthropic Trust
    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 167,485 shares
    Change vs previous 13F -23,377 shares

    1.39% of the 13F portfolio, value $103,480,720.

    13F-HR 0001193805-26-000632 filed by National Philanthropic Trust
    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 190,862 shares
    Change vs previous 13F +2,230 shares

    1.72% of the 13F portfolio, value $106,766,294.

    13F-HR 0001193805-26-000634 filed by National Philanthropic Trust
    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 188,632 shares
    Change vs previous 13F +2,920 shares

    1.59% of the 13F portfolio, value $110,553,443.

    13F-HR 0001193805-26-000635 filed by National Philanthropic Trust
    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 185,712 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $106,554,117.

    13F-HR 0001193805-26-000637 filed by National Philanthropic Trust
    Filed (acceptance time not in the bulk data set), ingested

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