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Purkiss Capital Advisors LLC: SPY position timeline

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

Purkiss Capital Advisors LLC held 2,267 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,267 shares
    Change vs previous 13F -316 shares

    0.64% of the 13F portfolio, value $1,692,802.

    13F-HR 0002053150-26-000003 filed by Purkiss Capital Advisors 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 2,583 shares
    Change vs previous 13F -99 shares

    0.74% of the 13F portfolio, value $1,679,508.

    13F-HR 0002053150-26-000002 filed by Purkiss Capital Advisors 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 2,682 shares
    Change vs previous 13F +5 shares

    0.86% of the 13F portfolio, value $1,829,218.

    13F-HR 0002053150-26-000001 filed by Purkiss Capital Advisors 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 2,677 shares
    Change vs previous 13F +47 shares

    0.85% of the 13F portfolio, value $1,783,263.

    13F-HR 0002053150-25-000007 filed by Purkiss Capital Advisors 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 2,630 shares
    Change vs previous 13F +1,988 shares

    0.9% of the 13F portfolio, value $1,625,045.

    13F-HR 0002053150-25-000005 filed by Purkiss Capital Advisors 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 642 shares
    Change vs previous 13F -19 shares

    0.27% of the 13F portfolio, value $359,402.

    13F-HR 0002053150-25-000004 filed by Purkiss Capital Advisors 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 661 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $387,685.

    13F-HR 0002053150-25-000002 filed by Purkiss Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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