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Aull & Monroe Investment Management Corp: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aull & Monroe Investment Management Corp on SPY, newest first. How the timeline and the estimate are built.

Aull & Monroe Investment Management Corp held 4,154 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,154 shares
    Change vs previous 13F +26 shares

    1.3% of the 13F portfolio, value $3,102,083.

    13F-HR 0001387615-26-000003 filed by Aull & Monroe Investment Management Corp
    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 4,128 shares
    Change vs previous 13F -320 shares

    1.25% of the 13F portfolio, value $2,684,604.

    13F-HR 0001387615-26-000002 filed by Aull & Monroe Investment Management Corp
    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 4,448 shares
    Change vs previous 13F +115 shares

    1.52% of the 13F portfolio, value $3,033,180.

    13F-HR 0001387615-26-000001 filed by Aull & Monroe Investment Management Corp
    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 4,333 shares
    Change vs previous 13F +9 shares

    1.47% of the 13F portfolio, value $2,886,558.

    13F-HR 0001387615-25-000003 filed by Aull & Monroe Investment Management Corp
    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 4,324 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $2,671,583.

    13F-HR 0001085146-25-004266 filed by Aull & Monroe Investment Management Corp
    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 4,324 shares
    Change vs previous 13F +35 shares

    1.2% of the 13F portfolio, value $2,418,802.

    13F-HR 0001085146-25-003121 filed by Aull & Monroe Investment Management Corp
    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 4,289 shares
    Change vs previous 13F -55 shares

    1.28% of the 13F portfolio, value $2,513,697.

    13F-HR 0001085146-25-000875 filed by Aull & Monroe Investment Management Corp
    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 4,344 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,492,413.

    13F-HR 0001085146-24-005288 filed by Aull & Monroe Investment Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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