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Disclosery

STEPH & CO: SPY position timeline

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

STEPH & CO held 7,074 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,074 shares
    Change vs previous 13F -25 shares

    1.37% of the 13F portfolio, value $5,394,845.

    13F-HR 0000941519-26-000007 filed by STEPH & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,099 shares
    Change vs previous 13F +228 shares

    1.34% of the 13F portfolio, value $5,301,320.

    13F-HR 0000941519-26-000004 filed by STEPH & CO
    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 6,871 shares
    Change vs previous 13F +167 shares

    1.27% of the 13F portfolio, value $4,468,486.

    13F-HR 0000941519-26-000003 filed by STEPH & CO
    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 6,704 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $4,571,592.

    13F-HR 0000941519-26-000002 filed by STEPH & CO
    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 6,704 shares
    Change vs previous 13F 0 shares

    1.36% of the 13F portfolio, value $4,466,071.

    13F-HR 0000941519-25-000009 filed by STEPH & CO
    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 6,704 shares
    Change vs previous 13F -560 shares

    1.34% of the 13F portfolio, value $4,142,066.

    13F-HR 0000941519-25-000004 filed by STEPH & CO
    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 7,264 shares
    Change vs previous 13F -85 shares

    1.46% of the 13F portfolio, value $4,063,409.

    13F-HR 0000941519-25-000003 filed by STEPH & CO
    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 7,349 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $4,307,102.

    13F-HR 0000941519-25-000001 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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