Skip to content
Disclosery

Sageworth Trust Co: SPY position timeline

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

Sageworth Trust Co held 220,218 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,218 shares
    Change vs previous 13F -8,579 shares

    6.48% of the 13F portfolio, value $164,452,196.

    13F-HR 0001482688-26-000007 filed by Sageworth Trust 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 228,797 shares
    Change vs previous 13F -31,885 shares

    6.4% of the 13F portfolio, value $148,795,841.

    13F-HR 0001482688-26-000005 filed by Sageworth Trust 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 260,682 shares
    Change vs previous 13F -17,093 shares

    7.61% of the 13F portfolio, value $177,764,269.

    13F-HR 0001482688-26-000003 filed by Sageworth Trust 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 277,775 shares
    Change vs previous 13F +579 shares

    8.62% of the 13F portfolio, value $185,048,150.

    13F-HR 0001482688-25-000011 filed by Sageworth Trust 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 277,196 shares
    Change vs previous 13F -428 shares

    9.48% of the 13F portfolio, value $171,265,549.

    13F-HR 0001482688-25-000008 filed by Sageworth Trust 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 277,624 shares
    Change vs previous 13F -839 shares

    9.65% of the 13F portfolio, value $155,300,089.

    13F-HR 0001482688-25-000006 filed by Sageworth Trust 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 278,463 shares
    Change vs previous 13F -31,503 shares

    10.09% of the 13F portfolio, value $163,201,595.

    13F-HR 0001482688-25-000003 filed by Sageworth Trust 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 309,966 shares
    Change vs previous 13F not available

    10.6% of the 13F portfolio, value $177,846,092.

    13F-HR 0001482688-24-000009 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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