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Disclosery

Stevard, LLC: SPY position timeline

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

Stevard, LLC held 5,324 SPY shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 5,324 shares
    Change vs previous 13F 0 shares

    11.65% of the 13F portfolio, value $3,120,290.

    13F-HR 0001104659-25-012573 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 5,324 shares
    Change vs previous 13F -4,569 shares

    12.43% of the 13F portfolio, value $3,054,698.

    13F-HR 0001104659-24-118461 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 9,893 shares
    Change vs previous 13F 0 shares

    4.65% of the 13F portfolio, value $5,383,968.

    13F-HR 0001104659-24-087405 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 9,893 shares
    Change vs previous 13F -90 shares

    4.66% of the 13F portfolio, value $5,174,732.

    13F-HR 0001104659-24-060525 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 9,983 shares
    Change vs previous 13F 0 shares

    4.68% of the 13F portfolio, value $4,745,020.

    13F-HR 0001104659-24-017687 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 9,983 shares
    Change vs previous 13F 0 shares

    4.32% of the 13F portfolio, value $4,267,533.

    13F-HR 0001104659-23-117440 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 9,983 shares
    Change vs previous 13F 0 shares

    4.21% of the 13F portfolio, value $4,425,264.

    13F-HR 0001104659-23-090238 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 9,983 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $4,086,940.

    13F-HR 0001104659-23-059536 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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