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Proficio Capital Partners LLC: SPY position timeline

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

Proficio Capital Partners LLC held 99,708 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,708 shares
    Change vs previous 13F +34,843 shares

    2.68% of the 13F portfolio, value $74,458,873.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners 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 64,865 shares
    Change vs previous 13F -1,479 shares

    2.26% of the 13F portfolio, value $42,236,264.

    13F-HR 0001214659-26-006130 filed by Proficio Capital Partners 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 66,344 shares
    Change vs previous 13F +8,172 shares

    3.17% of the 13F portfolio, value $45,185,600.

    13F-HR 0001214659-26-001534 filed by Proficio Capital Partners 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/A 58,172 shares
    Change vs previous 13F -12,728,674 shares

    2.66% of the 13F portfolio, value $38,752,828.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners 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 12,786,846 shares
    Change vs previous 13F +12,730,484 shares

    3.13% of the 13F portfolio, value $50,237,372.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners 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 56,362 shares
    Change vs previous 13F -27,000 shares

    2.44% of the 13F portfolio, value $31,571,727.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners 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/A 83,362 shares
    Change vs previous 13F +28,861 shares

    3.96% of the 13F portfolio, value $48,856,552.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners 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 54,501 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $31,270,298.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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