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Soundwatch Capital LLC: SPY position timeline

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

Soundwatch Capital LLC held 521,090 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 521,090 shares
    Change vs previous 13F -22,981 shares

    43.19% of the 13F portfolio, value $389,134,385.

    13F-HR 0001214659-26-010055 filed by Soundwatch Capital 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 544,071 shares
    Change vs previous 13F +7,706 shares

    44.61% of the 13F portfolio, value $353,831,122.

    13F-HR 0001214659-26-005588 filed by Soundwatch Capital 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 536,365 shares
    Change vs previous 13F -17,297 shares

    56.73% of the 13F portfolio, value $365,758,235.

    13F-HR 0001214659-26-001373 filed by Soundwatch Capital 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 553,662 shares
    Change vs previous 13F -11,553,243 shares

    59.15% of the 13F portfolio, value $368,838,869.

    13F-HR 0001214659-25-015963 filed by Soundwatch Capital 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 12,106,905 shares
    Change vs previous 13F +12,050,220 shares

    11.01% of the 13F portfolio, value $62,044,061.

    13F-HR 0001214659-25-011840 filed by Soundwatch Capital 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 56,685 shares
    Change vs previous 13F -468,946 shares

    14.44% of the 13F portfolio, value $31,708,821.

    13F-HR 0001214659-25-007004 filed by Soundwatch Capital 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 525,631 shares
    Change vs previous 13F +916 shares

    32.57% of the 13F portfolio, value $308,061,527.

    13F-HR 0001214659-25-002524 filed by Soundwatch Capital 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 524,715 shares
    Change vs previous 13F not available

    47.47% of the 13F portfolio, value $301,060,620.

    13F-HR 0001214659-24-018597 filed by Soundwatch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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