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Disclosery

Spurstone Advisory Services, LLC: SPY position timeline

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

Spurstone Advisory Services, LLC held 792 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 792 shares
    Change vs previous 13F +201 shares

    8.07% of the 13F portfolio, value $590,642.

    13F-HR 0002056079-26-000003 filed by Spurstone Advisory Services, 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 591 shares
    Change vs previous 13F +6 shares

    6.58% of the 13F portfolio, value $384,353.

    13F-HR 0002056079-26-000002 filed by Spurstone Advisory Services, 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 585 shares
    Change vs previous 13F 0 shares

    6.27% of the 13F portfolio, value $398,923.

    13F-HR 0002056079-26-000001 filed by Spurstone Advisory Services, 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 585 shares
    Change vs previous 13F 0 shares

    5.59% of the 13F portfolio, value $389,715.

    13F-HR 0002056079-25-000006 filed by Spurstone Advisory Services, 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 585 shares
    Change vs previous 13F +12 shares

    5.48% of the 13F portfolio, value $361,442.

    13F-HR 0002056079-25-000004 filed by Spurstone Advisory Services, 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 573 shares
    Change vs previous 13F -9 shares

    6.24% of the 13F portfolio, value $320,530.

    13F-HR 0002056079-25-000002 filed by Spurstone Advisory Services, 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 582 shares
    Change vs previous 13F not available

    6.49% of the 13F portfolio, value $341,098.

    13F-HR 0002056079-25-000001 filed by Spurstone Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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