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Accredited Investors Inc.: SPY position timeline

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

Accredited Investors Inc. held 23,357 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,357 shares
    Change vs previous 13F -220 shares

    0.75% of the 13F portfolio, value $17,442,396.

    13F-HR 0001518364-26-000004 filed by Accredited Investors Inc.
    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 23,577 shares
    Change vs previous 13F -1,816 shares

    0.83% of the 13F portfolio, value $15,333,329.

    13F-HR 0001518364-26-000003 filed by Accredited Investors Inc.
    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 25,393 shares
    Change vs previous 13F -1,106 shares

    0.92% of the 13F portfolio, value $17,316,031.

    13F-HR 0001518364-26-000002 filed by Accredited Investors Inc.
    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 26,499 shares
    Change vs previous 13F -169 shares

    0.98% of the 13F portfolio, value $17,653,256.

    13F-HR 0001518364-25-000009 filed by Accredited Investors Inc.
    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 26,668 shares
    Change vs previous 13F +2,510 shares

    0.97% of the 13F portfolio, value $16,476,588.

    13F-HR 0001518364-25-000005 filed by Accredited Investors Inc.
    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 24,158 shares
    Change vs previous 13F +315 shares

    0.84% of the 13F portfolio, value $13,513,968.

    13F-HR 0001518364-25-000004 filed by Accredited Investors Inc.
    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 23,843 shares
    Change vs previous 13F +200 shares

    0.82% of the 13F portfolio, value $13,974,035.

    13F-HR 0001518364-25-000003 filed by Accredited Investors Inc.
    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/A 23,643 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $13,565,187.

    13F-HR/A 0001518364-24-000008 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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