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ZEVIN ASSET MANAGEMENT LLC: SPY position timeline

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

ZEVIN ASSET MANAGEMENT LLC held 15,632 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,632 shares
    Change vs previous 13F -2,180 shares

    1.64% of the 13F portfolio, value $11,673,509.

    13F-HR 0001394096-26-000003 filed by ZEVIN 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 17,812 shares
    Change vs previous 13F +388 shares

    1.6% of the 13F portfolio, value $11,583,856.

    13F-HR 0001394096-26-000002 filed by ZEVIN 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 17,424 shares
    Change vs previous 13F +561 shares

    1.59% of the 13F portfolio, value $11,881,774.

    13F-HR 0001394096-26-000001 filed by ZEVIN 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 16,863 shares
    Change vs previous 13F +277 shares

    1.63% of the 13F portfolio, value $11,234,000.

    13F-HR 0001394096-25-000006 filed by ZEVIN 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 16,586 shares
    Change vs previous 13F +799 shares

    1.47% of the 13F portfolio, value $10,248,000.

    13F-HR 0001394096-25-000005 filed by ZEVIN 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 15,787 shares
    Change vs previous 13F -1,654 shares

    1.4% of the 13F portfolio, value $8,831,000.

    13F-HR 0001394096-25-000002 filed by ZEVIN 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 17,441 shares
    Change vs previous 13F -72 shares

    1.5% of the 13F portfolio, value $10,222,000.

    13F-HR 0001394096-25-000001 filed by ZEVIN 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 17,513 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $10,048,000.

    13F-HR 0001394096-24-000005 filed by ZEVIN ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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