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Disclosery

NorthRock Partners, LLC: SPY position timeline

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

NorthRock Partners, LLC held 273,293 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 273,293 shares
    Change vs previous 13F -11,601 shares

    2.96% of the 13F portfolio, value $204,087,001.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 284,894 shares
    Change vs previous 13F -5,098 shares

    2.99% of the 13F portfolio, value $185,278,135.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 289,992 shares
    Change vs previous 13F -14,553 shares

    3.34% of the 13F portfolio, value $197,743,274.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 304,545 shares
    Change vs previous 13F -15,583 shares

    3.67% of the 13F portfolio, value $202,881,499.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 320,128 shares
    Change vs previous 13F -5,031 shares

    5.16% of the 13F portfolio, value $197,776,679.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 325,159 shares
    Change vs previous 13F -34,275 shares

    6.11% of the 13F portfolio, value $181,886,741.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 359,434 shares
    Change vs previous 13F -361,303 shares

    6.64% of the 13F portfolio, value $203,404,394.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 720,737 shares
    Change vs previous 13F not available

    13.66% of the 13F portfolio, value $414,753,547.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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