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Disclosery

PKS Advisory Services, LLC: SPY position timeline

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

PKS Advisory Services, LLC held 44,125 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,125 shares
    Change vs previous 13F -170 shares

    5.26% of the 13F portfolio, value $32,955,820.

    13F-HR 0001605401-26-000003 filed by PKS 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 ended2026-03-31
    13F 44,295 shares
    Change vs previous 13F +2,433 shares

    6.72% of the 13F portfolio, value $28,894,156.

    13F-HR 0001605401-26-000002 filed by PKS 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 ended2025-12-31
    13F 41,862 shares
    Change vs previous 13F -104 shares

    6.51% of the 13F portfolio, value $28,546,719.

    13F-HR 0001605401-26-000001 filed by PKS 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 ended2025-09-30
    13F 41,966 shares
    Change vs previous 13F +34 shares

    5.84% of the 13F portfolio, value $27,956,722.

    13F-HR 0001605401-25-000005 filed by PKS 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 ended2025-06-30
    13F 41,932 shares
    Change vs previous 13F +37,760 shares

    6.42% of the 13F portfolio, value $25,252,148.

    13F-HR 0001221073-25-000075 filed by PKS 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 ended2025-03-31
    13F 4,172 shares
    Change vs previous 13F -32,908 shares

    6.4% of the 13F portfolio, value $23,367,332.

    13F-HR 0001221073-25-000056 filed by PKS 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 ended2024-12-31
    13F 37,080 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $21,732,046.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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