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Disclosery

Suncoast Equity Management: SPY position timeline

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

Suncoast Equity Management held 474 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 474 shares
    Change vs previous 13F -3,202 shares

    0.04% of the 13F portfolio, value $354,135.

    13F-HR 0001315059-26-000005 filed by Suncoast Equity Management
    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 3,676 shares
    Change vs previous 13F -1,773 shares

    0.29% of the 13F portfolio, value $2,390,601.

    13F-HR 0001315059-26-000004 filed by Suncoast Equity Management
    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/A 5,449 shares
    Change vs previous 13F +1,309 shares

    0.38% of the 13F portfolio, value $3,716,080.

    13F-HR/A 0001315059-26-000002 filed by Suncoast Equity Management
    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 4,140 shares
    Change vs previous 13F +481 shares

    0.28% of the 13F portfolio, value $2,757,942.

    13F-HR 0001315059-25-000009 filed by Suncoast Equity Management
    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/A 3,659 shares
    Change vs previous 13F +371 shares

    0.23% of the 13F portfolio, value $2,260,636.

    13F-HR/A 0001315059-25-000007 filed by Suncoast Equity Management
    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 3,288 shares
    Change vs previous 13F -1,262 shares

    0.21% of the 13F portfolio, value $1,839,124.

    13F-HR 0001315059-25-000005 filed by Suncoast Equity Management
    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 4,550 shares
    Change vs previous 13F +1,666 shares

    0.3% of the 13F portfolio, value $2,666,469.

    13F-HR 0001315059-25-000002 filed by Suncoast Equity Management
    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 2,884 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,654,959.

    13F-HR 0001315059-24-000005 filed by Suncoast Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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