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Partnervest Advisory Services LLC: SPY position timeline

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

Partnervest Advisory Services LLC held 173,130 SPY shares at 2020-09-30 per its 13F-HR filed 2020-11-03.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 173,130 shares
    Change vs previous 13F +18,893 shares

    18.39% of the 13F portfolio, value $57,979,000.

    13F-HR 0001532516-20-000006 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 154,237 shares
    Change vs previous 13F -17,135 shares

    17.94% of the 13F portfolio, value $47,560,000.

    13F-HR 0001532516-20-000004 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 171,372 shares
    Change vs previous 13F -61,896 shares

    19.84% of the 13F portfolio, value $44,171,000.

    13F-HR 0001532516-20-000002 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-12-31
    13F 233,268 shares
    Change vs previous 13F +20,364 shares

    27.55% of the 13F portfolio, value $75,079,000.

    13F-HR 0001085146-20-000381 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 212,904 shares
    Change vs previous 13F -17,658 shares

    22.64% of the 13F portfolio, value $63,184,000.

    13F-HR 0001085146-19-002863 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 230,562 shares
    Change vs previous 13F -2,286 shares

    26.74% of the 13F portfolio, value $67,555,000.

    13F-HR 0001085146-19-002141 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 232,848 shares
    Change vs previous 13F +45,367 shares

    27.32% of the 13F portfolio, value $65,774,000.

    13F-HR 0001085146-19-001449 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 187,481 shares
    Change vs previous 13F not available

    22.64% of the 13F portfolio, value $46,856,000.

    13F-HR 0001085146-19-000298 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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