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STEPHEN J. GARRY & ASSOCIATES, LLC: SPY position timeline

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

STEPHEN J. GARRY & ASSOCIATES, LLC held 8,462 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,462 shares
    Change vs previous 13F -259 shares

    4.61% of the 13F portfolio, value $6,319,168.

    13F-HR 0001951757-26-001051 filed by STEPHEN J. GARRY & ASSOCIATES, 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 8,721 shares
    Change vs previous 13F -421 shares

    4.56% of the 13F portfolio, value $5,671,615.

    13F-HR 0001951757-26-000620 filed by STEPHEN J. GARRY & ASSOCIATES, 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 9,142 shares
    Change vs previous 13F -431 shares

    4.94% of the 13F portfolio, value $6,234,126.

    13F-HR 0001951757-26-000190 filed by STEPHEN J. GARRY & ASSOCIATES, 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 9,573 shares
    Change vs previous 13F +156 shares

    5.09% of the 13F portfolio, value $6,377,349.

    13F-HR 0001951757-25-001379 filed by STEPHEN J. GARRY & ASSOCIATES, 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 9,417 shares
    Change vs previous 13F -713 shares

    5.03% of the 13F portfolio, value $5,818,295.

    13F-HR 0001951757-25-000934 filed by STEPHEN J. GARRY & ASSOCIATES, 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 10,130 shares
    Change vs previous 13F +26 shares

    5.3% of the 13F portfolio, value $5,666,621.

    13F-HR 0001951757-25-000544 filed by STEPHEN J. GARRY & ASSOCIATES, 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 10,104 shares
    Change vs previous 13F -1,375 shares

    5.47% of the 13F portfolio, value $5,921,752.

    13F-HR 0001951757-25-000251 filed by STEPHEN J. GARRY & ASSOCIATES, 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 11,479 shares
    Change vs previous 13F not available

    6.26% of the 13F portfolio, value $6,586,191.

    13F-HR 0001951757-25-000253 filed by STEPHEN J. GARRY & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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