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Disclosery

ORG Partners LLC: SPY position timeline

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

ORG Partners LLC held 27,979 SPY shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 27,979 shares
    Change vs previous 13F +3,551 shares

    3.36% of the 13F portfolio, value $19,088,249.

    13F-HR 0001979372-26-000001 filed by ORG 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 ended2025-09-30
    13F 24,428 shares
    Change vs previous 13F +5,244 shares

    2.97% of the 13F portfolio, value $16,296,503.

    13F-HR 0001979372-25-000008 filed by ORG 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 ended2025-06-30
    13F 19,184 shares
    Change vs previous 13F +3,067 shares

    2.53% of the 13F portfolio, value $11,856,216.

    13F-HR 0001979372-25-000004 filed by ORG 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 ended2025-03-31
    13F 16,117 shares
    Change vs previous 13F -35,387 shares

    2.23% of the 13F portfolio, value $9,042,743.

    13F-HR 0002032602-25-000002 filed by ORG 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 ended2024-12-31
    13F 51,504 shares
    Change vs previous 13F +30,012 shares

    4.1% of the 13F portfolio, value $30,194,277.

    13F-HR 0001979372-25-000001 filed by ORG 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 ended2024-09-30
    13F 21,492 shares
    Change vs previous 13F +11,999 shares

    1.97% of the 13F portfolio, value $12,338,688.

    13F-HR 0001979372-24-000004 filed by ORG 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 ended2024-06-30
    13F 9,493 shares
    Change vs previous 13F +9,493 shares

    0.64% of the 13F portfolio, value $5,184,182.

    13F-HR 0001979372-24-000003 filed by ORG 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 ended2024-03-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001979372-24-000002 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.