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NAVELLIER & ASSOCIATES INC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NAVELLIER & ASSOCIATES INC on SPY, newest first. How the timeline and the estimate are built.

NAVELLIER & ASSOCIATES INC held 3,022 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,022 shares
    Change vs previous 13F +225 shares

    0.18% of the 13F portfolio, value $2,256,739.

    13F-HR 0001104659-26-090274 filed by NAVELLIER & ASSOCIATES INC
    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 2,797 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,819,001.

    13F-HR 0001104659-26-056800 filed by NAVELLIER & ASSOCIATES INC
    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 2,797 shares
    Change vs previous 13F -225 shares

    0.21% of the 13F portfolio, value $1,907,330.

    13F-HR 0001104659-26-009534 filed by NAVELLIER & ASSOCIATES INC
    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 3,022 shares
    Change vs previous 13F +125 shares

    0.2% of the 13F portfolio, value $2,013,196.

    13F-HR 0001104659-25-107454 filed by NAVELLIER & ASSOCIATES INC
    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 2,897 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,789,845.

    13F-HR 0001104659-25-075089 filed by NAVELLIER & ASSOCIATES INC
    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 2,897 shares
    Change vs previous 13F -250 shares

    0.23% of the 13F portfolio, value $1,632,428.

    13F-HR 0001104659-25-045095 filed by NAVELLIER & ASSOCIATES INC
    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 3,147 shares
    Change vs previous 13F +250 shares

    0.22% of the 13F portfolio, value $1,844,331.

    13F-HR 0001104659-25-008689 filed by NAVELLIER & ASSOCIATES INC
    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 2,897 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,662,183.

    13F-HR 0001104659-24-116385 filed by NAVELLIER & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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