Skip to content
Disclosery

NORTHCAPE WEALTH MANAGEMENT, LLC: SPY position timeline

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

NORTHCAPE WEALTH MANAGEMENT, LLC held 1,161 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 1,161 shares
    Change vs previous 13F -27 shares

    0.23% of the 13F portfolio, value $867,000.

    13F-HR 0001902806-26-000004 filed by NORTHCAPE WEALTH MANAGEMENT, 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 1,188 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $772,604.

    13F-HR 0001902806-26-000003 filed by NORTHCAPE WEALTH MANAGEMENT, 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 1,188 shares
    Change vs previous 13F -2 shares

    0.23% of the 13F portfolio, value $810,121.

    13F-HR 0001902806-26-000001 filed by NORTHCAPE WEALTH MANAGEMENT, 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 1,190 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $792,754.

    13F-HR 0001902806-25-000007 filed by NORTHCAPE WEALTH MANAGEMENT, 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 1,190 shares
    Change vs previous 13F +5 shares

    0.22% of the 13F portfolio, value $735,242.

    13F-HR 0001902806-25-000004 filed by NORTHCAPE WEALTH MANAGEMENT, 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 1,185 shares
    Change vs previous 13F +5 shares

    0.21% of the 13F portfolio, value $662,877.

    13F-HR 0001902806-25-000003 filed by NORTHCAPE WEALTH MANAGEMENT, 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 1,180 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $691,574.

    13F-HR 0001902806-25-000001 filed by NORTHCAPE WEALTH MANAGEMENT, 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 1,180 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $677,037.

    13F-HR 0001902806-24-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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