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Disclosery

RATIONAL ADVISORS, INC.: SPY position timeline

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

RATIONAL ADVISORS, INC. held 25,677 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,677 shares
    Change vs previous 13F +9,799 shares

    1.76% of the 13F portfolio, value $19,174,813.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, 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 15,878 shares
    Change vs previous 13F +5,118 shares

    1.05% of the 13F portfolio, value $10,326,099.

    13F-HR 0001580642-26-003009 filed by RATIONAL 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 ended2025-12-31
    13F 10,760 shares
    Change vs previous 13F +5,154 shares

    0.75% of the 13F portfolio, value $7,337,459.

    13F-HR 0001580642-26-000967 filed by RATIONAL 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 ended2025-09-30
    13F 5,606 shares
    Change vs previous 13F -1,283 shares

    0.37% of the 13F portfolio, value $3,734,605.

    13F-HR 0001580642-25-007222 filed by RATIONAL 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 ended2025-06-30
    13F 6,889 shares
    Change vs previous 13F -23 shares

    0.42% of the 13F portfolio, value $4,256,369.

    13F-HR 0001162044-25-000770 filed by RATIONAL 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 ended2025-03-31
    13F 6,912 shares
    Change vs previous 13F +2,112 shares

    0.39% of the 13F portfolio, value $3,866,504.

    13F-HR 0001162044-25-000468 filed by RATIONAL 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 ended2024-12-31
    13F 4,800 shares
    Change vs previous 13F +3,762 shares

    0.28% of the 13F portfolio, value $2,813,184.

    13F-HR 0001162044-25-000114 filed by RATIONAL 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 ended2024-09-30
    13F 1,038 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $595,563.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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