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Disclosery

&PARTNERS: SPY position timeline

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

&PARTNERS held 336,534 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 336,534 shares
    Change vs previous 13F +28,218 shares

    1.03% of the 13F portfolio, value $251,291,003.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 308,316 shares
    Change vs previous 13F +29,843 shares

    0.99% of the 13F portfolio, value $200,469,114.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 278,473 shares
    Change vs previous 13F +171,841 shares

    0.99% of the 13F portfolio, value $189,280,509.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 106,632 shares
    Change vs previous 13F +31,281 shares

    0.45% of the 13F portfolio, value $71,039,878.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 75,351 shares
    Change vs previous 13F +18,631 shares

    0.36% of the 13F portfolio, value $46,546,921.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 56,720 shares
    Change vs previous 13F +11,779 shares

    0.33% of the 13F portfolio, value $31,519,113.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 44,941 shares
    Change vs previous 13F +12,309 shares

    0.32% of the 13F portfolio, value $26,583,185.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 32,632 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $18,722,854.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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