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Portfolio Strategies, Inc.: SPY position timeline

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

Portfolio Strategies, Inc. held 463 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 463 shares
    Change vs previous 13F -15 shares

    0.03% of the 13F portfolio, value $345,746.

    13F-HR 0001765380-26-000323 filed by Portfolio Strategies, Inc.
    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 478 shares
    Change vs previous 13F +20 shares

    0.04% of the 13F portfolio, value $310,924.

    13F-HR 0001765380-26-000150 filed by Portfolio Strategies, Inc.
    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 458 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $312,413.

    13F-HR 0001765380-26-000041 filed by Portfolio Strategies, Inc.
    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 437 shares
    Change vs previous 13F +49 shares

    0.03% of the 13F portfolio, value $291,301.

    13F-HR 0001765380-25-000433 filed by Portfolio Strategies, Inc.
    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 388 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $240,031.

    13F-HR 0001765380-25-000252 filed by Portfolio Strategies, Inc.
    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 373 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $208,442.

    13F-HR 0001765380-25-000148 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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