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Disclosery

Richmond Investment Services, LLC: SPY position timeline

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

Richmond Investment Services, LLC held 4,184 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,184 shares
    Change vs previous 13F -4,119 shares

    0.99% of the 13F portfolio, value $3,124,726.

    13F-HR 0002085853-26-000873 filed by Richmond Investment Services, 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 8,303 shares
    Change vs previous 13F -221 shares

    0.87% of the 13F portfolio, value $5,401,636.

    13F-HR 0002085853-26-000531 filed by Richmond Investment Services, 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 8,524 shares
    Change vs previous 13F +438 shares

    1% of the 13F portfolio, value $5,813,820.

    13F-HR 0002085853-26-000262 filed by Richmond Investment Services, 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 8,086 shares
    Change vs previous 13F -181 shares

    1% of the 13F portfolio, value $5,386,334.

    13F-HR 0002085853-25-000267 filed by Richmond Investment Services, 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 8,267 shares
    Change vs previous 13F +4,396 shares

    1.08% of the 13F portfolio, value $5,108,010.

    13F-HR 0001667731-25-001095 filed by Richmond Investment Services, 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 3,871 shares
    Change vs previous 13F -2,809 shares

    1.18% of the 13F portfolio, value $2,165,641.

    13F-HR 0001667731-25-000637 filed by Richmond Investment Services, 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 6,680 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $3,914,958.

    13F-HR 0001667731-25-000282 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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