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Sincerus Advisory, LLC: SPY position timeline

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

Sincerus Advisory, LLC held 30,399 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,399 shares
    Change vs previous 13F -112 shares

    15.13% of the 13F portfolio, value $23,183,352.

    13F-HR 0002050968-26-000004 filed by Sincerus Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,511 shares
    Change vs previous 13F -191 shares

    15.47% of the 13F portfolio, value $22,784,381.

    13F-HR 0002050968-26-000003 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 30,702 shares
    Change vs previous 13F +76 shares

    15.13% of the 13F portfolio, value $19,966,483.

    13F-HR 0002050968-26-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 30,626 shares
    Change vs previous 13F +123 shares

    16.79% of the 13F portfolio, value $20,884,471.

    13F-HR 0002050968-26-000001 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,503 shares
    Change vs previous 13F +376 shares

    17.4% of the 13F portfolio, value $20,320,598.

    13F-HR 0002050968-25-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 30,127 shares
    Change vs previous 13F +162 shares

    18.04% of the 13F portfolio, value $19,193,834.

    13F-HR 0001754960-25-000484 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 29,965 shares
    Change vs previous 13F -180 shares

    17.68% of the 13F portfolio, value $16,762,328.

    13F-HR 0001754960-25-000228 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 30,145 shares
    Change vs previous 13F not available

    18.95% of the 13F portfolio, value $17,667,532.

    13F-HR 0001754960-25-000099 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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