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Disclosery

Aufman Associates Inc: SPY position timeline

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

Aufman Associates Inc held 1,219 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,219 shares
    Change vs previous 13F -5 shares

    0.36% of the 13F portfolio, value $910,414.

    13F-HR 0001801573-26-000003 filed by Aufman Associates Inc
    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 1,224 shares
    Change vs previous 13F -31 shares

    0.39% of the 13F portfolio, value $796,016.

    13F-HR 0001801573-26-000002 filed by Aufman Associates Inc
    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 1,255 shares
    Change vs previous 13F -20 shares

    0.44% of the 13F portfolio, value $855,810.

    13F-HR 0001801573-26-000001 filed by Aufman Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,275 shares
    Change vs previous 13F -34 shares

    0.48% of the 13F portfolio, value $849,380.

    13F-HR 0001801573-25-000007 filed by Aufman Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,309 shares
    Change vs previous 13F -17 shares

    0.5% of the 13F portfolio, value $808,766.

    13F-HR 0001801573-25-000004 filed by Aufman Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,326 shares
    Change vs previous 13F -29 shares

    0.51% of the 13F portfolio, value $741,751.

    13F-HR 0001801573-25-000002 filed by Aufman Associates Inc
    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 1,355 shares
    Change vs previous 13F -39 shares

    0.54% of the 13F portfolio, value $794,138.

    13F-HR 0001801573-25-000001 filed by Aufman Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,394 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $799,821.

    13F-HR 0001801573-24-000005 filed by Aufman Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

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