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Palisade Asset Management, LLC: SPY position timeline

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

Palisade Asset Management, LLC held 38,343 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,343 shares
    Change vs previous 13F -505 shares

    2.64% of the 13F portfolio, value $28,633,073.

    13F-HR 0001434323-26-000003 filed by Palisade Asset 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 38,848 shares
    Change vs previous 13F -54 shares

    2.54% of the 13F portfolio, value $25,264,303.

    13F-HR 0001434323-26-000002 filed by Palisade Asset 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 38,902 shares
    Change vs previous 13F -117 shares

    2.59% of the 13F portfolio, value $26,528,325.

    13F-HR 0001434323-26-000001 filed by Palisade Asset 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 39,019 shares
    Change vs previous 13F -426 shares

    2.42% of the 13F portfolio, value $25,993,723.

    13F-HR 0001434323-25-000005 filed by Palisade Asset 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 39,445 shares
    Change vs previous 13F -660 shares

    2.42% of the 13F portfolio, value $24,370,909.

    13F-HR 0001434323-25-000004 filed by Palisade Asset 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 40,105 shares
    Change vs previous 13F -559 shares

    2.3% of the 13F portfolio, value $22,434,610.

    13F-HR 0001434323-25-000003 filed by Palisade Asset 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 40,664 shares
    Change vs previous 13F -223 shares

    2.42% of the 13F portfolio, value $23,832,328.

    13F-HR 0001434323-25-000001 filed by Palisade Asset 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 40,887 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $23,459,039.

    13F-HR 0001434323-24-000004 filed by Palisade Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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