13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001665901
Total reported value
$233.1M
$233.1M
2 檔
92.3%
During the Q2 2026 filing period, Leona M. & Harry B. Helmsley Charitable Trust (CIK: 0001665901) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $233.1M across 2 reported positions.
In Q2 2026, Leona M. & Harry B. Helmsley Charitable Trust adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPY, EFA) accounted for 92.3% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
SPY
前期市值: $209.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 95.08% | -12.21% | — | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.92% | +12.21% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +0.4% | — | Unchanged |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | — | Trim |
According to official SEC Form 13F filings, Leona M. & Harry B. Helmsley Charitable Trust reported a total U.S. public equity portfolio value of $233.1M across 2 disclosed positions in Q2 2026.
During Q2 2026, Leona M. & Harry B. Helmsley Charitable Trust's top holdings by market value included SPY (95.1%)、EFA (4.9%). The largest single position, SPY, represented 95.1% of total portfolio value.
In Q2 2026, Leona M. & Harry B. Helmsley Charitable Trust made 1 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.