account_balance

Investment manager · 13F filer · SEC CIK 1665901

Leona M. & Harry B. Helmsley Charitable Trust

Reported value$233Mas of Sep 30, 2026
Positions2 0 new, 0 sold out
Top 10 weight100.0%SPY alone is 83%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 2 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 2 as a list
SPY SPDR S&P 500 ETF Trust 82.9% Trimmed −7%
EFA iShares Tr 17.1% Added +277%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Oct 20, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • EFA +277%
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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