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Stonehage Fleming Financial Services Holdings Ltd: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stonehage Fleming Financial Services Holdings Ltd on SPY, newest first. How the timeline and the estimate are built.

Stonehage Fleming Financial Services Holdings Ltd held 4,094 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,094 shares
    Change vs previous 13F +116 shares

    0.1% of the 13F portfolio, value $3,057,276.

    13F-HR 0001214659-26-010446 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 3,978 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,587,052.

    13F-HR 0001214659-26-006053 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 3,978 shares
    Change vs previous 13F +52 shares

    0.08% of the 13F portfolio, value $2,712,677.

    13F-HR 0001214659-26-000381 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 3,926 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,615,422.

    13F-HR 0001214659-25-015748 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 3,926 shares
    Change vs previous 13F -168 shares

    0.07% of the 13F portfolio, value $2,425,679.

    13F-HR 0001214659-25-010895 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 4,094 shares
    Change vs previous 13F -295 shares

    0.08% of the 13F portfolio, value $2,290,142.

    13F-HR 0001214659-25-007529 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 4,389 shares
    Change vs previous 13F +23 shares

    0.07% of the 13F portfolio, value $2,572,305.

    13F-HR 0001214659-25-001095 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 4,366 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,505,036.

    13F-HR 0001214659-24-018586 filed by Stonehage Fleming Financial Services Holdings Ltd
    Filed (acceptance time not in the bulk data set), ingested

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