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NOVARE CAPITAL MANAGEMENT LLC: SPY position timeline

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

NOVARE CAPITAL MANAGEMENT LLC held 103,742 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,742 shares
    Change vs previous 13F -742 shares

    5.5% of the 13F portfolio, value $77,471,316.

    13F-HR 0001951757-26-001176 filed by NOVARE CAPITAL 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 104,484 shares
    Change vs previous 13F -6,815 shares

    5.38% of the 13F portfolio, value $67,950,322.

    13F-HR 0001951757-26-000640 filed by NOVARE CAPITAL 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 111,299 shares
    Change vs previous 13F -8,219 shares

    5.69% of the 13F portfolio, value $75,897,025.

    13F-HR 0001951757-26-000360 filed by NOVARE CAPITAL 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 119,518 shares
    Change vs previous 13F +18,945 shares

    6.06% of the 13F portfolio, value $79,620,299.

    13F-HR 0001951757-25-001264 filed by NOVARE CAPITAL 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 100,573 shares
    Change vs previous 13F -1,442 shares

    5.05% of the 13F portfolio, value $62,138,793.

    13F-HR 0001951757-25-000991 filed by NOVARE CAPITAL 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 102,015 shares
    Change vs previous 13F -15,304 shares

    4.99% of the 13F portfolio, value $57,066,325.

    13F-HR 0001951757-25-000471 filed by NOVARE CAPITAL 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 117,319 shares
    Change vs previous 13F +2,881 shares

    5.79% of the 13F portfolio, value $68,758,320.

    13F-HR 0001951757-25-000086 filed by NOVARE CAPITAL 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 114,438 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $65,659,947.

    13F-HR 0001951757-24-001017 filed by NOVARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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