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Disclosery

Shade Tree Advisors LLC: SPY position timeline

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

Shade Tree Advisors LLC held 1,163 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,163 shares
    Change vs previous 13F +85 shares

    0.51% of the 13F portfolio, value $868,235.

    13F-HR 0001172661-26-003024 filed by Shade Tree 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 1,078 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $701,067.

    13F-HR 0001172661-26-001715 filed by Shade Tree 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 1,078 shares
    Change vs previous 13F -1,313 shares

    0.56% of the 13F portfolio, value $735,110.

    13F-HR 0001172661-26-000472 filed by Shade Tree 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 2,391 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $1,592,836.

    13F-HR 0001172661-25-004584 filed by Shade Tree 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 2,391 shares
    Change vs previous 13F -5,846 shares

    1.29% of the 13F portfolio, value $1,477,279.

    13F-HR 0001172661-25-002915 filed by Shade Tree 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 8,237 shares
    Change vs previous 13F +5,846 shares

    4.57% of the 13F portfolio, value $4,607,695.

    13F-HR 0001172661-25-001700 filed by Shade Tree 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 2,391 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,401,317.

    13F-HR 0001172661-25-000404 filed by Shade Tree Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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