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Disclosery

Prism Advisors, Inc.: SPY position timeline

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

Prism Advisors, Inc. held 6,199 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,199 shares
    Change vs previous 13F -156 shares

    1.2% of the 13F portfolio, value $4,797,438.

    13F-HR 0001717027-26-000011 filed by Prism Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,355 shares
    Change vs previous 13F -106 shares

    1.15% of the 13F portfolio, value $4,745,575.

    13F-HR 0001717027-26-000006 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,461 shares
    Change vs previous 13F -5 shares

    1.12% of the 13F portfolio, value $4,202,368.

    13F-HR 0001717027-26-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,466 shares
    Change vs previous 13F -9,457 shares

    1.18% of the 13F portfolio, value $4,409,841.

    13F-HR 0001717027-26-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,923 shares
    Change vs previous 13F -1,586 shares

    2.87% of the 13F portfolio, value $10,608,118.

    13F-HR 0001717027-25-000008 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,509 shares
    Change vs previous 13F -49 shares

    3.08% of the 13F portfolio, value $10,818,431.

    13F-HR 0001717027-25-000005 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,558 shares
    Change vs previous 13F -680 shares

    3.02% of the 13F portfolio, value $9,822,218.

    13F-HR 0001717027-25-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,238 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $10,689,397.

    13F-HR 0001717027-25-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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