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Disclosery

ATWOOD & PALMER INC: SPY position timeline

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

ATWOOD & PALMER INC held 1,954 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,954 shares
    Change vs previous 13F -87 shares

    0.08% of the 13F portfolio, value $1,489,841.

    13F-HR 0001044929-26-000006 filed by ATWOOD & PALMER INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,041 shares
    Change vs previous 13F -476 shares

    0.08% of the 13F portfolio, value $1,524,509.

    13F-HR 0001044929-26-000004 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,517 shares
    Change vs previous 13F -175 shares

    0.09% of the 13F portfolio, value $1,636,981.

    13F-HR 0001044929-26-000003 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,692 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $1,835,764.

    13F-HR 0001044929-26-000002 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,691 shares
    Change vs previous 13F -62 shares

    0.11% of the 13F portfolio, value $1,792,734.

    13F-HR 0001044929-25-000008 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,753 shares
    Change vs previous 13F +54 shares

    0.11% of the 13F portfolio, value $1,700,854.

    13F-HR 0001044929-25-000006 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,699 shares
    Change vs previous 13F +453 shares

    0.1% of the 13F portfolio, value $1,509,715.

    13F-HR 0001044929-25-000005 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,246 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,316,336.

    13F-HR 0001044929-25-000002 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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