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Disclosery

Unison Asset Management LLC: SPY position timeline

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

Unison Asset Management LLC held 1,768 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,768 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,320,289.

    13F-HR 0001840755-26-000003 filed by Unison Asset Management 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 1,768 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,149,801.

    13F-HR 0001840755-26-000002 filed by Unison Asset Management 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 1,768 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,205,635.

    13F-HR 0001840755-26-000001 filed by Unison Asset Management 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/A 1,768 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,177,806.

    13F-HR/A 0001840755-25-000010 filed by Unison Asset Management 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 1,768 shares
    Change vs previous 13F +123 shares

    0.55% of the 13F portfolio, value $1,092,359.

    13F-HR 0001840755-25-000005 filed by Unison Asset Management 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 1,645 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $920,197.

    13F-HR 0001840755-25-000004 filed by Unison Asset Management 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 1,645 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $964,102.

    13F-HR 0001840755-25-000001 filed by Unison Asset Management 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 1,645 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $943,835.

    13F-HR 0001840755-24-000005 filed by Unison Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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