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NORTH STAR ASSET MANAGEMENT INC: SPY position timeline

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

NORTH STAR ASSET MANAGEMENT INC held 6,299 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,299 shares
    Change vs previous 13F -138 shares

    0.19% of the 13F portfolio, value $4,703,953.

    13F-HR 0001056559-26-000003 filed by NORTH STAR ASSET MANAGEMENT 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 6,437 shares
    Change vs previous 13F +354 shares

    0.18% of the 13F portfolio, value $4,186,556.

    13F-HR 0001056559-26-000002 filed by NORTH STAR ASSET MANAGEMENT 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 6,083 shares
    Change vs previous 13F +34 shares

    0.17% of the 13F portfolio, value $4,148,119.

    13F-HR 0001056559-26-000001 filed by NORTH STAR ASSET MANAGEMENT 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 6,049 shares
    Change vs previous 13F +30 shares

    0.16% of the 13F portfolio, value $4,029,723.

    13F-HR 0001056559-25-000005 filed by NORTH STAR ASSET MANAGEMENT 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 6,019 shares
    Change vs previous 13F -7 shares

    0.16% of the 13F portfolio, value $3,718,839.

    13F-HR 0001056559-25-000003 filed by NORTH STAR ASSET MANAGEMENT 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 6,026 shares
    Change vs previous 13F +166 shares

    0.15% of the 13F portfolio, value $3,370,884.

    13F-HR 0001056559-25-000002 filed by NORTH STAR ASSET MANAGEMENT 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 5,860 shares
    Change vs previous 13F +107 shares

    0.15% of the 13F portfolio, value $3,434,429.

    13F-HR 0001056559-25-000001 filed by NORTH STAR ASSET MANAGEMENT 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 5,753 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,300,841.

    13F-HR 0001056559-24-000004 filed by NORTH STAR ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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