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PRIO WEALTH LIMITED PARTNERSHIP: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIO WEALTH LIMITED PARTNERSHIP on SPY, newest first. How the timeline and the estimate are built.

PRIO WEALTH LIMITED PARTNERSHIP held 79,586 SPY shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 79,586 shares
    Change vs previous 13F -285 shares

    1.34% of the 13F portfolio, value $45,663,247.

    13F-HR 0001172661-24-004312 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 79,871 shares
    Change vs previous 13F -3,650 shares

    1.3% of the 13F portfolio, value $43,467,345.

    13F-HR 0001172661-24-004074 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 83,521 shares
    Change vs previous 13F -298 shares

    1.26% of the 13F portfolio, value $43,687,365.

    13F-HR 0001172661-24-002283 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 83,819 shares
    Change vs previous 13F -7,258 shares

    1.37% of the 13F portfolio, value $39,839,877.

    13F-HR 0001172661-24-000295 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 91,077 shares
    Change vs previous 13F +8,796 shares

    1.5% of the 13F portfolio, value $38,933,467.

    13F-HR 0001172661-23-003546 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 82,281 shares
    Change vs previous 13F -1,471 shares

    1.31% of the 13F portfolio, value $36,473,399.

    13F-HR 0001172661-23-002798 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 83,752 shares
    Change vs previous 13F -7,260 shares

    1.31% of the 13F portfolio, value $34,287,128.

    13F-HR 0001172661-23-002034 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 91,012 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $34,805,622.

    13F-HR 0001172661-23-000779 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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