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SOMERVILLE KURT F: SPY position timeline

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

SOMERVILLE KURT F held 572 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 572 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $427,152.

    13F-HR 0001215208-26-000005 filed by SOMERVILLE KURT F
    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 572 shares
    Change vs previous 13F +36 shares

    0.1% of the 13F portfolio, value $371,994.

    13F-HR 0001215208-26-000002 filed by SOMERVILLE KURT F
    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 536 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $365,509.

    13F-HR 0001215208-26-000001 filed by SOMERVILLE KURT F
    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 536 shares
    Change vs previous 13F +46 shares

    0.06% of the 13F portfolio, value $357,072.

    13F-HR 0001215208-25-000008 filed by SOMERVILLE KURT F
    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 490 shares
    Change vs previous 13F +40 shares

    0.05% of the 13F portfolio, value $302,746.

    13F-HR 0001314376-25-000003 filed by SOMERVILLE KURT F
    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 450 shares
    Change vs previous 13F -83 shares

    0.04% of the 13F portfolio, value $251,725.

    13F-HR 0001215208-25-000001 filed by SOMERVILLE KURT F
    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 533 shares
    Change vs previous 13F +47 shares

    0.05% of the 13F portfolio, value $312,381.

    13F-HR 0001494234-25-000005 filed by SOMERVILLE KURT F
    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 486 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $278,847.

    13F-HR 0001053914-24-000005 filed by SOMERVILLE KURT F
    Filed (acceptance time not in the bulk data set), ingested

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