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Disclosery

Old Port Advisors: SPY position timeline

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

Old Port Advisors held 634 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 634 shares
    Change vs previous 13F -40 shares

    0.09% of the 13F portfolio, value $473,621.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 674 shares
    Change vs previous 13F -150 shares

    0.1% of the 13F portfolio, value $438,425.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 824 shares
    Change vs previous 13F -126 shares

    0.14% of the 13F portfolio, value $561,941.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 950 shares
    Change vs previous 13F -1,749 shares

    0.16% of the 13F portfolio, value $632,543.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 2,699 shares
    Change vs previous 13F -98 shares

    0.45% of the 13F portfolio, value $1,667,712.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 2,797 shares
    Change vs previous 13F +26 shares

    0.46% of the 13F portfolio, value $1,564,562.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 2,771 shares
    Change vs previous 13F +3 shares

    0.47% of the 13F portfolio, value $1,623,789.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 2,768 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,588,338.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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