AIMZ Investment Advisors, LLC: SPY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AIMZ Investment Advisors, LLC on SPY, newest first. How the timeline and the estimate are built.
AIMZ Investment Advisors, LLC held 901 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 901 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $672,830.
13F-HR 0001630365-26-000007 filed by AIMZ Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 901 sharesChange vs previous 13F -25 shares
0.18% of the 13F portfolio, value $585,656.
13F-HR 0001630365-26-000005 filed by AIMZ Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 926 sharesChange vs previous 13F +1 shares
0.18% of the 13F portfolio, value $631,162.
13F-HR 0001630365-26-000002 filed by AIMZ Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 925 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $616,278.
13F-HR 0001630365-25-000011 filed by AIMZ Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 925 sharesChange vs previous 13F -36 shares
0.19% of the 13F portfolio, value $571,267.
13F-HR 0001630365-25-000009 filed by AIMZ Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 961 sharesChange vs previous 13F +213 shares
0.19% of the 13F portfolio, value $537,574.
13F-HR 0001630365-25-000005 filed by AIMZ Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 748 sharesChange vs previous 13F -25 shares
0.15% of the 13F portfolio, value $438,649.
13F-HR 0001630365-25-000002 filed by AIMZ Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 773 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $443,435.
13F-HR 0001630365-24-000009 filed by AIMZ Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).