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Disclosery

SANDERS MORRIS HARRIS LLC: SPY position timeline

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

SANDERS MORRIS HARRIS LLC held 0 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -25,838 shares

    13F-HR 0001053994-26-000006 filed by SANDERS MORRIS HARRIS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 25,838 shares
    Change vs previous 13F +25,239 shares

    2.66% of the 13F portfolio, value $16,803,484.

    13F-HR 0001053994-26-000002 filed by SANDERS MORRIS HARRIS 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 599 shares
    Change vs previous 13F -38,806 shares

    0.64% of the 13F portfolio, value $413,495.

    13F-HR 0001053994-26-000001 filed by SANDERS MORRIS HARRIS 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 39,405 shares
    Change vs previous 13F +38,726 shares

    3.46% of the 13F portfolio, value $26,250,822.

    13F-HR 0001085146-25-005809 filed by SANDERS MORRIS HARRIS 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 679 shares
    Change vs previous 13F -27,436 shares

    0.1% of the 13F portfolio, value $419,521.

    13F-HR 0001085146-25-004316 filed by SANDERS MORRIS HARRIS 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 28,115 shares
    Change vs previous 13F +4,907 shares

    2.44% of the 13F portfolio, value $15,770,374.

    13F-HR 0001085146-25-001935 filed by SANDERS MORRIS HARRIS 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 23,208 shares
    Change vs previous 13F +9,562 shares

    2.03% of the 13F portfolio, value $13,610,862.

    13F-HR 0001085146-25-000189 filed by SANDERS MORRIS HARRIS 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 13,646 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $7,829,529.

    13F-HR 0001085146-24-004709 filed by SANDERS MORRIS HARRIS LLC
    Filed (acceptance time not in the bulk data set), ingested

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