Skip to content
Disclosery

Annis Gardner Whiting Capital Advisors, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annis Gardner Whiting Capital Advisors, LLC on SPY, newest first. How the timeline and the estimate are built.

Annis Gardner Whiting Capital Advisors, LLC held 4,038 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,038 shares
    Change vs previous 13F -20 shares

    0.45% of the 13F portfolio, value $3,023,174.

    13F-HR 0001998414-26-000003 filed by Annis Gardner Whiting Capital Advisors, LLC
    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 4,058 shares
    Change vs previous 13F -5 shares

    0.42% of the 13F portfolio, value $2,646,323.

    13F-HR 0001998414-26-000002 filed by Annis Gardner Whiting Capital Advisors, LLC
    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 4,063 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $2,778,601.

    13F-HR 0001998414-26-000001 filed by Annis Gardner Whiting Capital Advisors, LLC
    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 4,063 shares
    Change vs previous 13F -179 shares

    0.56% of the 13F portfolio, value $2,713,920.

    13F-HR 0001998414-25-000002 filed by Annis Gardner Whiting Capital Advisors, LLC
    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 4,242 shares
    Change vs previous 13F -90 shares

    0.91% of the 13F portfolio, value $2,628,052.

    13F-HR 0001855205-25-000043 filed by Annis Gardner Whiting Capital Advisors, LLC
    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 4,332 shares
    Change vs previous 13F -2 shares

    1.03% of the 13F portfolio, value $2,430,889.

    13F-HR 0001855205-25-000023 filed by Annis Gardner Whiting Capital Advisors, LLC
    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 4,334 shares
    Change vs previous 13F -13 shares

    0.71% of the 13F portfolio, value $2,548,792.

    13F-HR 0001855205-25-000014 filed by Annis Gardner Whiting Capital Advisors, LLC
    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 4,347 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,501,858.

    13F-HR 0001855205-24-000058 filed by Annis Gardner Whiting Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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