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Disclosery

SIGNATUREFD, LLC: SPY position timeline

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

SIGNATUREFD, LLC held 79,699 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,699 shares
    Change vs previous 13F +2,001 shares

    0.8% of the 13F portfolio, value $59,516,661.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 77,698 shares
    Change vs previous 13F +320 shares

    0.77% of the 13F portfolio, value $50,530,190.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 77,378 shares
    Change vs previous 13F +144 shares

    0.81% of the 13F portfolio, value $52,765,776.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 77,234 shares
    Change vs previous 13F +1,969 shares

    0.81% of the 13F portfolio, value $51,452,039.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 75,265 shares
    Change vs previous 13F +71 shares

    0.79% of the 13F portfolio, value $46,502,237.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 75,194 shares
    Change vs previous 13F +4,642 shares

    0.8% of the 13F portfolio, value $42,062,860.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 70,552 shares
    Change vs previous 13F +2,297 shares

    0.78% of the 13F portfolio, value $41,349,025.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 68,255 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $39,162,205.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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