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Savant Capital, LLC: SPY position timeline

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

Savant Capital, LLC held 335,303 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 335,303 shares
    Change vs previous 13F +171,487 shares

    0.69% of the 13F portfolio, value $235,296,838.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 163,816 shares
    Change vs previous 13F -10,710 shares

    0.51% of the 13F portfolio, value $106,536,635.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 174,526 shares
    Change vs previous 13F +5,959 shares

    0.68% of the 13F portfolio, value $119,013,015.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 168,567 shares
    Change vs previous 13F +5,991 shares

    0.68% of the 13F portfolio, value $112,295,839.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 162,576 shares
    Change vs previous 13F +2,501 shares

    0.72% of the 13F portfolio, value $100,447,781.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 160,075 shares
    Change vs previous 13F -31,295 shares

    0.76% of the 13F portfolio, value $89,544,467.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 191,370 shares
    Change vs previous 13F +56,381 shares

    0.88% of the 13F portfolio, value $112,158,008.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 134,989 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $77,450,967.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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