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Sand Hill Global Advisors, LLC: SPY position timeline

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

Sand Hill Global Advisors, LLC held 323,543 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 323,543 shares
    Change vs previous 13F -8,683 shares

    7.27% of the 13F portfolio, value $241,612,555.

    13F-HR 0001580642-26-005119 filed by Sand Hill Global Advisors, 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 332,226 shares
    Change vs previous 13F -3,017 shares

    7.27% of the 13F portfolio, value $216,059,645.

    13F-HR 0001580642-26-003176 filed by Sand Hill Global Advisors, 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 335,243 shares
    Change vs previous 13F -13,513 shares

    7.98% of the 13F portfolio, value $228,608,685.

    13F-HR 0001580642-26-001025 filed by Sand Hill Global Advisors, 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 348,756 shares
    Change vs previous 13F -15,622 shares

    8.18% of the 13F portfolio, value $232,334,056.

    13F-HR 0001580642-25-007219 filed by Sand Hill Global Advisors, 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 364,378 shares
    Change vs previous 13F -1,672 shares

    8.36% of the 13F portfolio, value $225,130,746.

    13F-HR 0001580642-25-005122 filed by Sand Hill Global Advisors, 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 366,050 shares
    Change vs previous 13F -5,961 shares

    8.43% of the 13F portfolio, value $204,764,528.

    13F-HR 0001580642-25-003091 filed by Sand Hill Global Advisors, 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 372,011 shares
    Change vs previous 13F -20,310 shares

    9.23% of the 13F portfolio, value $218,027,946.

    13F-HR 0001580642-25-000976 filed by Sand Hill Global Advisors, LLC
    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 392,321 shares
    Change vs previous 13F not available

    9.49% of the 13F portfolio, value $225,097,863.

    13F-HR 0001580642-24-006890 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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