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Successful Portfolios LLC: SPY position timeline

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

Successful Portfolios LLC held 12,412 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,412 shares
    Change vs previous 13F +9 shares

    4.43% of the 13F portfolio, value $9,607,942.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,403 shares
    Change vs previous 13F -112 shares

    4.36% of the 13F portfolio, value $9,345,138.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    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 12,515 shares
    Change vs previous 13F -422 shares

    4.42% of the 13F portfolio, value $8,022,183.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,937 shares
    Change vs previous 13F +329 shares

    4.58% of the 13F portfolio, value $8,979,271.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,608 shares
    Change vs previous 13F -1,772 shares

    4.9% of the 13F portfolio, value $8,399,380.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,380 shares
    Change vs previous 13F -99 shares

    5.46% of the 13F portfolio, value $8,884,871.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    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 14,479 shares
    Change vs previous 13F -20 shares

    5.51% of the 13F portfolio, value $8,099,343.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,499 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $8,497,731.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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