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ROMAN BUTLER FULLERTON & CO: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROMAN BUTLER FULLERTON & CO on SPY, newest first. How the timeline and the estimate are built.

ROMAN BUTLER FULLERTON & CO held 14,310 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,310 shares
    Change vs previous 13F +728 shares

    2.56% of the 13F portfolio, value $10,720,279.

    13F-HR 0000733444-26-000008 filed by ROMAN BUTLER FULLERTON & CO
    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 13,582 shares
    Change vs previous 13F -474 shares

    2.52% of the 13F portfolio, value $9,181,538.

    13F-HR 0000733444-26-000004 filed by ROMAN BUTLER FULLERTON & CO
    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 14,056 shares
    Change vs previous 13F +653 shares

    2.54% of the 13F portfolio, value $9,684,088.

    13F-HR 0000733444-26-000002 filed by ROMAN BUTLER FULLERTON & CO
    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 13,403 shares
    Change vs previous 13F -2,323 shares

    2.47% of the 13F portfolio, value $9,212,882.

    13F-HR 0000733444-25-000004 filed by ROMAN BUTLER FULLERTON & CO
    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 15,726 shares
    Change vs previous 13F +8,298 shares

    2.95% of the 13F portfolio, value $10,019,166.

    13F-HR 0001085146-25-004331 filed by ROMAN BUTLER FULLERTON & CO
    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 7,428 shares
    Change vs previous 13F -4,883 shares

    1.55% of the 13F portfolio, value $3,993,481.

    13F-HR 0001085146-25-002204 filed by ROMAN BUTLER FULLERTON & CO
    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 12,311 shares
    Change vs previous 13F -6,624 shares

    2.34% of the 13F portfolio, value $7,378,710.

    13F-HR 0001085146-25-000640 filed by ROMAN BUTLER FULLERTON & CO
    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 18,935 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $10,978,337.

    13F-HR 0001085146-24-005206 filed by ROMAN BUTLER FULLERTON & CO
    Filed (acceptance time not in the bulk data set), ingested

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