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Disclosery

American Research & Management Co.: SPY position timeline

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

American Research & Management Co. held 1,064 SPY shares at 2022-09-30 per its 13F-HR filed 2022-10-07.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 1,064 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $380,000.

    13F-HR 0000909012-22-000112 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 1,064 shares
    Change vs previous 13F -206 shares

    0.1% of the 13F portfolio, value $401,000.

    13F-HR 0000909012-22-000079 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 1,270 shares
    Change vs previous 13F -126 shares

    0.13% of the 13F portfolio, value $574,000.

    13F-HR 0000909012-22-000052 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 1,396 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $663,000.

    13F-HR 0000909012-22-000017 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 1,396 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $599,000.

    13F-HR 0000909012-21-000134 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 1,396 shares
    Change vs previous 13F -252 shares

    0.14% of the 13F portfolio, value $598,000.

    13F-HR 0000909012-21-000100 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 1,648 shares
    Change vs previous 13F -146 shares

    0.16% of the 13F portfolio, value $653,000.

    13F-HR 0000909012-21-000060 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 1,794 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $671,000.

    13F-HR 0000909012-21-000010 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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