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Relyea Zuckerberg Hanson LLC: SPY position timeline

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

Relyea Zuckerberg Hanson LLC held 36,007 SPY shares at 2026-06-30 per its 13F-HR/A filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 36,007 shares
    Change vs previous 13F +6,258 shares

    2.24% of the 13F portfolio, value $26,889,140.

    13F-HR/A 0001793691-26-000005 filed by Relyea Zuckerberg Hanson 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 29,749 shares
    Change vs previous 13F -40 shares

    1.95% of the 13F portfolio, value $19,347,061.

    13F-HR 0001793691-26-000002 filed by Relyea Zuckerberg Hanson 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 29,789 shares
    Change vs previous 13F +144 shares

    2.05% of the 13F portfolio, value $20,313,632.

    13F-HR 0001793691-26-000001 filed by Relyea Zuckerberg Hanson 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 29,645 shares
    Change vs previous 13F +318 shares

    2.08% of the 13F portfolio, value $19,749,213.

    13F-HR 0001793691-25-000008 filed by Relyea Zuckerberg Hanson 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 29,327 shares
    Change vs previous 13F +2,336 shares

    2.12% of the 13F portfolio, value $18,119,391.

    13F-HR 0001793691-25-000003 filed by Relyea Zuckerberg Hanson 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 26,991 shares
    Change vs previous 13F +56 shares

    2.03% of the 13F portfolio, value $15,098,673.

    13F-HR 0001793691-25-000002 filed by Relyea Zuckerberg Hanson 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 26,935 shares
    Change vs previous 13F +49 shares

    2.12% of the 13F portfolio, value $15,786,095.

    13F-HR 0001793691-25-000001 filed by Relyea Zuckerberg Hanson 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 26,886 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $15,426,261.

    13F-HR 0001793691-24-000005 filed by Relyea Zuckerberg Hanson LLC
    Filed (acceptance time not in the bulk data set), ingested

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