Skip to content
Disclosery

WELCH CAPITAL PARTNERS LLC/NY: SPYM position timeline

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

WELCH CAPITAL PARTNERS LLC/NY held 117,765 SPYM 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 117,765 shares
    Change vs previous 13F -2,172 shares

    2.03% of the 13F portfolio, value $10,349,000.

    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 119,937 shares
    Change vs previous 13F -28,270 shares

    2.07% of the 13F portfolio, value $9,180,000.

    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 148,207 shares
    Change vs previous 13F -2,233 shares

    2.38% of the 13F portfolio, value $11,889,000.

    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 150,440 shares
    Change vs previous 13F -118,045 shares

    2.43% of the 13F portfolio, value $11,785,000.

    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 268,485 shares
    Change vs previous 13F -69,912 shares

    4.35% of the 13F portfolio, value $19,516,000.

    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 338,397 shares
    Change vs previous 13F +216,044 shares

    5.3% of the 13F portfolio, value $22,253,000.

    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 122,353 shares
    Change vs previous 13F -7,821 shares

    1.82% of the 13F portfolio, value $8,435,000.

    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 130,174 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $8,788,000.

    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).