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Disclosery

Bellevue Group AG: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bellevue Group AG on SPY, newest first. How the timeline and the estimate are built.

Bellevue Group AG held 2,700 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 2,700 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,016,279.

    13F-HR 0001104659-26-096739 filed by Bellevue Group AG
    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 2,700 shares
    Change vs previous 13F -400 shares

    0.04% of the 13F portfolio, value $1,755,918.

    13F-HR 0001104659-26-061375 filed by Bellevue Group AG
    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 3,100 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,113,952.

    13F-HR 0001104659-26-016360 filed by Bellevue Group AG
    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 3,100 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,065,158.

    13F-HR 0001104659-25-112697 filed by Bellevue Group AG
    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 3,100 shares
    Change vs previous 13F -2,560 shares

    0.04% of the 13F portfolio, value $1,915,335.

    13F-HR 0001104659-25-078490 filed by Bellevue Group AG
    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 5,660 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $3,166,147.

    13F-HR 0001104659-25-048519 filed by Bellevue Group AG
    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 5,660 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,317,213.

    13F-HR 0001104659-25-014056 filed by Bellevue Group AG
    Filed (acceptance time not in the bulk data set), ingested

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