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Disclosery

Rice Partnership, LLC: SPY position timeline

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

Rice Partnership, LLC held 5,162 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,162 shares
    Change vs previous 13F -232 shares

    0.47% of the 13F portfolio, value $3,854,827.

    13F-HR 0001398344-26-013053 filed by Rice Partnership, 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 5,394 shares
    Change vs previous 13F -100 shares

    0.48% of the 13F portfolio, value $3,507,934.

    13F-HR 0001398344-26-008699 filed by Rice Partnership, 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 5,494 shares
    Change vs previous 13F +460 shares

    0.51% of the 13F portfolio, value $3,746,468.

    13F-HR 0001398344-26-002649 filed by Rice Partnership, 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 5,034 shares
    Change vs previous 13F +980 shares

    0.48% of the 13F portfolio, value $3,353,550.

    13F-HR 0001398344-25-020660 filed by Rice Partnership, 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 4,054 shares
    Change vs previous 13F -74 shares

    0.44% of the 13F portfolio, value $2,504,764.

    13F-HR 0001398344-25-013670 filed by Rice Partnership, 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 4,128 shares
    Change vs previous 13F -72 shares

    0.47% of the 13F portfolio, value $2,309,162.

    13F-HR 0001398344-25-008043 filed by Rice Partnership, 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 4,200 shares
    Change vs previous 13F -180 shares

    0.47% of the 13F portfolio, value $2,461,536.

    13F-HR 0001398344-25-001044 filed by Rice Partnership, 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 4,380 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,513,069.

    13F-HR 0001398344-24-020619 filed by Rice Partnership, LLC
    Filed (acceptance time not in the bulk data set), ingested

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