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Oxbow Advisors, LLC: SPY position timeline

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

Oxbow Advisors, LLC held 3,165 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 3,165 shares
    Change vs previous 13F -5 shares

    0.19% of the 13F portfolio, value $2,363,527.

    13F-HR 0002085853-26-000957 filed by Oxbow Advisors, 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 3,170 shares
    Change vs previous 13F +51 shares

    0.18% of the 13F portfolio, value $2,061,578.

    13F-HR 0002085853-26-000513 filed by Oxbow Advisors, 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 3,119 shares
    Change vs previous 13F -355 shares

    0.19% of the 13F portfolio, value $2,126,908.

    13F-HR 0002085853-26-000196 filed by Oxbow Advisors, 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 3,474 shares
    Change vs previous 13F -244 shares

    0.21% of the 13F portfolio, value $2,314,309.

    13F-HR 0002085853-25-000209 filed by Oxbow Advisors, 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 3,718 shares
    Change vs previous 13F -402 shares

    0.25% of the 13F portfolio, value $2,297,166.

    13F-HR 0001667731-25-000996 filed by Oxbow Advisors, 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 4,120 shares
    Change vs previous 13F -12 shares

    0.24% of the 13F portfolio, value $2,304,687.

    13F-HR 0001667731-25-000569 filed by Oxbow Advisors, 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 4,132 shares
    Change vs previous 13F +395 shares

    0.29% of the 13F portfolio, value $2,421,683.

    13F-HR 0001667731-25-000200 filed by Oxbow Advisors, 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 3,737 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,144,141.

    13F-HR 0001564770-24-000009 filed by Oxbow Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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