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Disclosery

Applied Capital LLC: SPY position timeline

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

Applied Capital LLC held 306 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 306 shares
    Change vs previous 13F -30 shares

    0.07% of the 13F portfolio, value $228,624.

    13F-HR 0001862965-26-000006 filed by Applied Capital 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 336 shares
    Change vs previous 13F -14 shares

    0.08% of the 13F portfolio, value $218,592.

    13F-HR 0001862965-26-000004 filed by Applied Capital 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 350 shares
    Change vs previous 13F -76 shares

    0.09% of the 13F portfolio, value $238,727.

    13F-HR 0001862965-26-000002 filed by Applied Capital 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 426 shares
    Change vs previous 13F -70 shares

    0.11% of the 13F portfolio, value $283,793.

    13F-HR 0001862965-25-000010 filed by Applied Capital 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 496 shares
    Change vs previous 13F -82 shares

    0.13% of the 13F portfolio, value $306,454.

    13F-HR 0001862965-25-000008 filed by Applied Capital 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 578 shares
    Change vs previous 13F -62 shares

    0.16% of the 13F portfolio, value $323,327.

    13F-HR 0001862965-25-000006 filed by Applied Capital 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 640 shares
    Change vs previous 13F -63 shares

    0.19% of the 13F portfolio, value $375,091.

    13F-HR 0001862965-25-000002 filed by Applied Capital 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 703 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $403,353.

    13F-HR 0001862965-24-000006 filed by Applied Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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