Rise Advisors, LLC: SPY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rise Advisors, LLC on SPY, newest first. How the timeline and the estimate are built.
Rise Advisors, LLC held 1,979 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,979 sharesChange vs previous 13F +62 shares
0.42% of the 13F portfolio, value $1,477,595.
13F-HR 0001831316-26-000004 filed by Rise Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,917 sharesChange vs previous 13F +68 shares
0.44% of the 13F portfolio, value $1,256,330.
13F-HR 0001831316-26-000003 filed by Rise Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,849 sharesChange vs previous 13F -43 shares
0.45% of the 13F portfolio, value $1,261,008.
13F-HR 0001831316-26-000001 filed by Rise Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,892 sharesChange vs previous 13F -29 shares
0.45% of the 13F portfolio, value $1,260,485.
13F-HR 0001831316-25-000007 filed by Rise Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,921 sharesChange vs previous 13F +199 shares
0.47% of the 13F portfolio, value $1,186,807.
13F-HR 0001831316-25-000006 filed by Rise Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,722 sharesChange vs previous 13F +432 shares
0.43% of the 13F portfolio, value $963,069.
13F-HR 0001831316-25-000005 filed by Rise Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,290 sharesChange vs previous 13F +157 shares
0.36% of the 13F portfolio, value $755,754.
13F-HR 0001831316-25-000001 filed by Rise Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,133 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $650,249.
13F-HR 0001831316-24-000004 filed by Rise Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).