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Disclosery

Rikoon Group, LLC: SPY position timeline

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

Rikoon Group, LLC held 16,783 SPY shares at 2021-03-31 per its 13F-HR filed 2021-05-14.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 16,783 shares
    Change vs previous 13F -49 shares

    1.77% of the 13F portfolio, value $6,671,000.

    13F-HR 0001085146-21-001628 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F/A 16,832 shares
    Change vs previous 13F -554 shares

    1.76% of the 13F portfolio, value $6,319,000.

    13F-HR/A 0001085146-21-000890 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 17,386 shares
    Change vs previous 13F +83 shares

    1.8% of the 13F portfolio, value $5,822,000.

    13F-HR 0001085146-20-002642 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 17,303 shares
    Change vs previous 13F +1,283 shares

    1.79% of the 13F portfolio, value $5,359,000.

    13F-HR 0001085146-20-002052 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 16,020 shares
    Change vs previous 13F +1,585 shares

    1.71% of the 13F portfolio, value $4,129,000.

    13F-HR 0001085146-20-001270 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 14,435 shares
    Change vs previous 13F +204 shares

    1.6% of the 13F portfolio, value $4,646,000.

    13F-HR 0001085146-20-000223 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 14,231 shares
    Change vs previous 13F +195 shares

    1.56% of the 13F portfolio, value $4,223,000.

    13F-HR 0001085146-19-002708 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 14,036 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $4,131,000.

    13F-HR 0001085146-19-002118 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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