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Spinnaker Investment Group, LLC: SPY position timeline

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

Spinnaker Investment Group, LLC held 6,125 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,125 shares
    Change vs previous 13F +121 shares

    0.74% of the 13F portfolio, value $4,671,385.

    13F-HR 0001911067-26-000005 filed by Spinnaker Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,004 shares
    Change vs previous 13F +2,609 shares

    0.72% of the 13F portfolio, value $4,483,306.

    13F-HR 0001911067-26-000003 filed by Spinnaker Investment Group, 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 3,395 shares
    Change vs previous 13F -1,907 shares

    0.45% of the 13F portfolio, value $2,207,636.

    13F-HR 0001911067-26-000002 filed by Spinnaker Investment Group, 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 5,302 shares
    Change vs previous 13F +165 shares

    0.66% of the 13F portfolio, value $3,615,258.

    13F-HR 0001911067-26-000001 filed by Spinnaker Investment Group, 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 5,137 shares
    Change vs previous 13F +2,344 shares

    0.64% of the 13F portfolio, value $3,421,891.

    13F-HR 0001085146-25-005913 filed by Spinnaker Investment Group, 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 2,793 shares
    Change vs previous 13F +6 shares

    0.41% of the 13F portfolio, value $1,725,400.

    13F-HR 0001667731-25-000848 filed by Spinnaker Investment Group, 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 2,787 shares
    Change vs previous 13F +274 shares

    0.35% of the 13F portfolio, value $1,558,789.

    13F-HR 0001667731-25-000486 filed by Spinnaker Investment Group, 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 2,513 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,472,577.

    13F-HR 0001667731-25-000058 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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