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POLEN CAPITAL MANAGEMENT LLC: SPY position timeline

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

POLEN CAPITAL MANAGEMENT LLC held 4,018 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 4,018 shares
    Change vs previous 13F +261 shares

    0.03% of the 13F portfolio, value $3,000,749.

    13F-HR 0001172661-26-003035 filed by POLEN CAPITAL 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 3,757 shares
    Change vs previous 13F -2,960 shares

    0.02% of the 13F portfolio, value $2,443,256.

    13F-HR 0001172661-26-001911 filed by POLEN CAPITAL 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 6,717 shares
    Change vs previous 13F +4,210 shares

    0.02% of the 13F portfolio, value $4,580,746.

    13F-HR 0001172661-26-000654 filed by POLEN CAPITAL 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 2,507 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $1,669,791.

    13F-HR 0001172661-25-004691 filed by POLEN CAPITAL 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 2,582 shares
    Change vs previous 13F +1,134 shares

    <0.01% of the 13F portfolio, value $1,595,411.

    13F-HR 0001172661-25-003133 filed by POLEN CAPITAL 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 1,448 shares
    Change vs previous 13F -8,091 shares

    <0.01% of the 13F portfolio, value $809,812.

    13F-HR 0001172661-25-001713 filed by POLEN CAPITAL 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 9,539 shares
    Change vs previous 13F +7,676 shares

    0.02% of the 13F portfolio, value $5,590,481.

    13F-HR 0001172661-25-000623 filed by POLEN CAPITAL 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/A 1,863 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,069,159.

    13F-HR/A 0001172661-25-000622 filed by POLEN CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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