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SmartHarvest Portfolios, LLC: SPY position timeline

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

SmartHarvest Portfolios, LLC held 4,815 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 4,815 shares
    Change vs previous 13F +1,284 shares

    1.16% of the 13F portfolio, value $3,595,452.

    13F-HR 0001140361-26-031090 filed by SmartHarvest Portfolios, 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 3,531 shares
    Change vs previous 13F +382 shares

    0.96% of the 13F portfolio, value $2,296,618.

    13F-HR 0001140361-26-015749 filed by SmartHarvest Portfolios, 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 3,149 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,147,478.

    13F-HR 0001140361-26-004848 filed by SmartHarvest Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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