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WELCH CAPITAL PARTNERS LLC/NY: SPY position timeline

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

WELCH CAPITAL PARTNERS LLC/NY held 207,396 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,396 shares
    Change vs previous 13F -4 shares

    30.35% of the 13F portfolio, value $154,877,000.

    13F-HR 0001042063-26-000009 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 207,400 shares
    Change vs previous 13F -189 shares

    30.37% of the 13F portfolio, value $134,881,000.

    13F-HR 0001042063-26-000007 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 207,589 shares
    Change vs previous 13F -575 shares

    28.37% of the 13F portfolio, value $141,559,000.

    13F-HR 0001042063-26-000003 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 208,164 shares
    Change vs previous 13F -13 shares

    28.56% of the 13F portfolio, value $138,675,000.

    13F-HR 0001042063-25-000013 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 208,177 shares
    Change vs previous 13F -5,856 shares

    28.64% of the 13F portfolio, value $128,622,000.

    13F-HR 0001042063-25-000010 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 214,033 shares
    Change vs previous 13F -20,266 shares

    28.49% of the 13F portfolio, value $119,728,000.

    13F-HR 0001042063-25-000004 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 234,299 shares
    Change vs previous 13F +19,674 shares

    29.65% of the 13F portfolio, value $137,318,000.

    13F-HR 0001042063-25-000002 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 214,625 shares
    Change vs previous 13F not available

    27.52% of the 13F portfolio, value $123,143,000.

    13F-HR 0001042063-24-000009 filed by WELCH CAPITAL PARTNERS LLC/NY
    Filed (acceptance time not in the bulk data set), ingested

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