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Disclosery

Advance Capital Management, Inc.: SPY position timeline

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

Advance Capital Management, Inc. held 42,304 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,304 shares
    Change vs previous 13F +1,738 shares

    1.02% of the 13F portfolio, value $31,591,478.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, 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 40,566 shares
    Change vs previous 13F -3,348 shares

    1% of the 13F portfolio, value $26,381,506.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, 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 43,914 shares
    Change vs previous 13F -1,340 shares

    1.27% of the 13F portfolio, value $29,946,060.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, 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 45,254 shares
    Change vs previous 13F -1,975 shares

    1.31% of the 13F portfolio, value $30,147,103.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, 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 47,229 shares
    Change vs previous 13F -4,200 shares

    1.32% of the 13F portfolio, value $29,180,362.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, 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 51,429 shares
    Change vs previous 13F -2,922 shares

    1.38% of the 13F portfolio, value $28,768,944.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, 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 54,351 shares
    Change vs previous 13F +584 shares

    1.46% of the 13F portfolio, value $31,853,933.

    13F-HR 0001536029-25-000001 filed by Advance Capital Management, 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 53,767 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $30,849,386.

    13F-HR 0001536029-24-000006 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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