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Windhaven Investment Management, Inc.: SPY position timeline

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

Windhaven Investment Management, Inc. held 1,090,807 SPY shares at 2018-03-31 per its 13F-HR filed 2018-05-11.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 1,090,807 shares
    Change vs previous 13F -129,777 shares

    3.68% of the 13F portfolio, value $287,046,000.

    13F-HR 0000950123-18-004885 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-12-31
    13F 1,220,584 shares
    Change vs previous 13F +171,894 shares

    4.12% of the 13F portfolio, value $325,725,000.

    13F-HR 0000950123-18-001378 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-09-30
    13F 1,048,690 shares
    Change vs previous 13F -33,003 shares

    3.35% of the 13F portfolio, value $263,462,000.

    13F-HR 0000950123-17-009929 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-06-30
    13F 1,081,693 shares
    Change vs previous 13F -99,203 shares

    3.35% of the 13F portfolio, value $261,553,000.

    13F-HR 0000950123-17-007355 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-03-31
    13F 1,180,896 shares
    Change vs previous 13F -5,595 shares

    3.36% of the 13F portfolio, value $278,384,000.

    13F-HR 0000950123-17-004339 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-12-31
    13F 1,186,491 shares
    Change vs previous 13F -319,299 shares

    3.03% of the 13F portfolio, value $265,216,000.

    13F-HR 0000950123-17-001396 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-09-30
    13F 1,505,790 shares
    Change vs previous 13F -100,056 shares

    3.25% of the 13F portfolio, value $325,702,000.

    13F-HR 0000950123-16-021660 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-06-30
    13F 1,605,846 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $336,385,000.

    13F-HR 0000950123-16-019192 filed by Windhaven Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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