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Scharf Investments, LLC: SPY position timeline

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

Scharf Investments, LLC held 67,398 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,398 shares
    Change vs previous 13F -16,892 shares

    1.66% of the 13F portfolio, value $50,333,862.

    13F-HR 0001463746-26-000003 filed by Scharf Investments, 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 84,290 shares
    Change vs previous 13F +14,006 shares

    1.69% of the 13F portfolio, value $54,821,128.

    13F-HR 0001463746-26-000002 filed by Scharf Investments, 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 70,284 shares
    Change vs previous 13F +46,409 shares

    1.29% of the 13F portfolio, value $47,932,104.

    13F-HR 0001463746-26-000001 filed by Scharf Investments, 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 23,875 shares
    Change vs previous 13F -13,079 shares

    0.4% of the 13F portfolio, value $15,908,701.

    13F-HR 0001463746-25-000002 filed by Scharf Investments, 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 36,954 shares
    Change vs previous 13F +8,294 shares

    0.66% of the 13F portfolio, value $22,834,694.

    13F-HR 0001085146-25-003788 filed by Scharf Investments, 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 28,660 shares
    Change vs previous 13F -138,814 shares

    0.48% of the 13F portfolio, value $16,031,937.

    13F-HR 0001085146-25-002253 filed by Scharf Investments, 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 167,474 shares
    Change vs previous 13F +127,103 shares

    2.91% of the 13F portfolio, value $98,153,096.

    13F-HR 0001085146-25-000462 filed by Scharf Investments, 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 40,371 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $23,163,059.

    13F-HR 0001085146-24-004931 filed by Scharf Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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