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Southeast Asset Advisors, LLC: SPY position timeline

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

Southeast Asset Advisors, LLC held 2,639 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,639 shares
    Change vs previous 13F +300 shares

    0.2% of the 13F portfolio, value $1,970,726.

    13F-HR 0001104659-26-096651 filed by Southeast Asset Advisors, 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 2,339 shares
    Change vs previous 13F -130 shares

    0.17% of the 13F portfolio, value $1,521,145.

    13F-HR 0001104659-26-059874 filed by Southeast Asset Advisors, 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 2,469 shares
    Change vs previous 13F -20 shares

    0.16% of the 13F portfolio, value $1,683,660.

    13F-HR 0001104659-26-015207 filed by Southeast Asset Advisors, 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 2,489 shares
    Change vs previous 13F +177 shares

    0.18% of the 13F portfolio, value $1,658,122.

    13F-HR 0001104659-25-108267 filed by Southeast Asset Advisors, 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 2,312 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,428,469.

    13F-HR 0001104659-25-076885 filed by Southeast Asset Advisors, 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 2,312 shares
    Change vs previous 13F +151 shares

    0.16% of the 13F portfolio, value $1,293,310.

    13F-HR 0001104659-25-048429 filed by Southeast Asset Advisors, 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 2,161 shares
    Change vs previous 13F -399 shares

    0.16% of the 13F portfolio, value $1,266,487.

    13F-HR 0001104659-25-012627 filed by Southeast Asset Advisors, 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 2,560 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,468,651.

    13F-HR 0001104659-24-117631 filed by Southeast Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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