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SENTINEL PENSION ADVISORS, LLC: SPY position timeline

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

SENTINEL PENSION ADVISORS, LLC held 143,086 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,086 shares
    Change vs previous 13F -36 shares

    13.95% of the 13F portfolio, value $106,354,251.

    13F-HR 0001725547-26-000248 filed by SENTINEL PENSION 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 143,122 shares
    Change vs previous 13F 0 shares

    13.76% of the 13F portfolio, value $93,077,762.

    13F-HR 0001725547-26-000134 filed by SENTINEL PENSION 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 143,122 shares
    Change vs previous 13F +238 shares

    14.99% of the 13F portfolio, value $97,597,958.

    13F-HR 0001725547-26-000019 filed by SENTINEL PENSION 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 142,884 shares
    Change vs previous 13F -467 shares

    15.22% of the 13F portfolio, value $95,186,509.

    13F-HR 0001725547-25-004184 filed by SENTINEL PENSION 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 143,351 shares
    Change vs previous 13F +18 shares

    14.91% of the 13F portfolio, value $88,569,273.

    13F-HR 0001725547-25-003417 filed by SENTINEL PENSION 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 143,333 shares
    Change vs previous 13F -30 shares

    14.75% of the 13F portfolio, value $80,179,171.

    13F-HR 0001725547-25-001407 filed by SENTINEL PENSION 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 143,363 shares
    Change vs previous 13F +41,003 shares

    15.59% of the 13F portfolio, value $84,022,218.

    13F-HR 0001725547-25-000076 filed by SENTINEL PENSION 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 102,360 shares
    Change vs previous 13F not available

    11.32% of the 13F portfolio, value $58,730,324.

    13F-HR 0001725547-24-005914 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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