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Seven Post Investment Office LP: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Seven Post Investment Office LP on SPY, newest first. How the timeline and the estimate are built.

Seven Post Investment Office LP held 69,908 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,908 shares
    Change vs previous 13F +97 shares

    14.82% of the 13F portfolio, value $52,205,486.

    13F-HR 0001172661-26-002851 filed by Seven Post Investment Office LP
    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 69,811 shares
    Change vs previous 13F -5,828 shares

    14.67% of the 13F portfolio, value $45,400,863.

    13F-HR 0001172661-26-001848 filed by Seven Post Investment Office LP
    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 75,639 shares
    Change vs previous 13F +440 shares

    18.44% of the 13F portfolio, value $51,579,513.

    13F-HR 0001172661-26-000384 filed by Seven Post Investment Office LP
    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 75,199 shares
    Change vs previous 13F +3,334 shares

    18.04% of the 13F portfolio, value $50,095,984.

    13F-HR 0001172661-25-004514 filed by Seven Post Investment Office LP
    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 71,865 shares
    Change vs previous 13F +1,445 shares

    16.73% of the 13F portfolio, value $44,401,740.

    13F-HR 0001172661-25-002608 filed by Seven Post Investment Office LP
    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 70,420 shares
    Change vs previous 13F -684 shares

    15.05% of the 13F portfolio, value $39,392,337.

    13F-HR 0001172661-25-001509 filed by Seven Post Investment Office LP
    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 71,104 shares
    Change vs previous 13F +1,761 shares

    15.95% of the 13F portfolio, value $41,672,675.

    13F-HR 0001172661-25-000226 filed by Seven Post Investment Office LP
    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 69,343 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $39,786,505.

    13F-HR 0001172661-24-004434 filed by Seven Post Investment Office LP
    Filed (acceptance time not in the bulk data set), ingested

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