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Disclosery

STONERIDGE INVESTMENT PARTNERS LLC: SPY position timeline

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

STONERIDGE INVESTMENT PARTNERS LLC held 0 SPY shares at 2025-12-31 per its 13F-HR filed 2026-02-05.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,883 shares

    13F-HR 0001108831-26-000003 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 2,883 shares
    Change vs previous 13F -131 shares

    1.32% of the 13F portfolio, value $1,921,000.

    13F-HR 0001108831-25-000010 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 3,014 shares
    Change vs previous 13F -327 shares

    1.4% of the 13F portfolio, value $1,862,000.

    13F-HR 0001108831-25-000008 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 3,341 shares
    Change vs previous 13F -228 shares

    1.58% of the 13F portfolio, value $1,869,000.

    13F-HR 0001108831-25-000005 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 3,569 shares
    Change vs previous 13F -65 shares

    0.75% of the 13F portfolio, value $2,092,000.

    13F-HR 0001108831-25-000003 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 3,634 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,085,000.

    13F-HR 0001108831-24-000012 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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