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ARISTOTLE INVESTMENT SERVICES, LLC: SPY position timeline

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

ARISTOTLE INVESTMENT SERVICES, LLC held 238,972 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,972 shares
    Change vs previous 13F +59,334 shares

    0.37% of the 13F portfolio, value $178,477,457.

    13F-HR 0001398344-26-014479 filed by Aristotle Capital 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 179,638 shares
    Change vs previous 13F -36,788 shares

    0.24% of the 13F portfolio, value $116,844,869.

    13F-HR 0001398344-26-009226 filed by Aristotle Capital 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 216,426 shares
    Change vs previous 13F +90,615 shares

    0.3% of the 13F portfolio, value $147,604,969.

    13F-HR 0001398344-26-003246 filed by Aristotle Capital 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 125,811 shares
    Change vs previous 13F -14,833 shares

    0.16% of the 13F portfolio, value $83,834,930.

    13F-HR 0001398344-25-020898 filed by Aristotle Capital 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 140,644 shares
    Change vs previous 13F +27,462 shares

    0.17% of the 13F portfolio, value $86,912,064.

    13F-HR 0001398344-25-015402 filed by Aristotle Capital 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 113,182 shares
    Change vs previous 13F -275,920 shares

    0.13% of the 13F portfolio, value $63,312,863.

    13F-HR 0001398344-25-009476 filed by Aristotle Capital 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 389,102 shares
    Change vs previous 13F +315,336 shares

    0.44% of the 13F portfolio, value $228,044,735.

    13F-HR 0001398344-25-002788 filed by Aristotle Capital 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 73,766 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $42,324,122.

    13F-HR 0001398344-24-020704 filed by Aristotle Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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