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AUA CAPITAL MANAGEMENT, LLC: SPY position timeline

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

AUA CAPITAL MANAGEMENT, LLC held 83,848 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,848 shares
    Change vs previous 13F -436 shares

    29.02% of the 13F portfolio, value $62,615,171.

    13F-HR 0001706915-26-000003 filed by AUA CAPITAL MANAGEMENT, 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 84,284 shares
    Change vs previous 13F -359 shares

    28% of the 13F portfolio, value $54,813,257.

    13F-HR 0001706915-26-000002 filed by AUA CAPITAL MANAGEMENT, 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 84,643 shares
    Change vs previous 13F +2,493 shares

    28.95% of the 13F portfolio, value $57,719,755.

    13F-HR 0001706915-26-000001 filed by AUA CAPITAL MANAGEMENT, 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 82,150 shares
    Change vs previous 13F -149 shares

    30.71% of the 13F portfolio, value $54,726,687.

    13F-HR 0001706915-25-000003 filed by AUA CAPITAL MANAGEMENT, 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 82,299 shares
    Change vs previous 13F +1,426 shares

    30.37% of the 13F portfolio, value $50,848,437.

    13F-HR 0001085146-25-003715 filed by AUA CAPITAL MANAGEMENT, 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 80,873 shares
    Change vs previous 13F +1,659 shares

    29.44% of the 13F portfolio, value $45,239,547.

    13F-HR 0001085146-25-001949 filed by AUA CAPITAL MANAGEMENT, 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 79,214 shares
    Change vs previous 13F -2,891 shares

    29.8% of the 13F portfolio, value $46,425,741.

    13F-HR 0001085146-25-000500 filed by AUA CAPITAL MANAGEMENT, 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 82,105 shares
    Change vs previous 13F not available

    27.27% of the 13F portfolio, value $47,108,565.

    13F-HR 0001085146-24-004935 filed by AUA CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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