Baugh & Associates, LLC: SPY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baugh & Associates, LLC on SPY, newest first. How the timeline and the estimate are built.
Baugh & Associates, LLC held 623 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 623 sharesChange vs previous 13F -90 shares
0.21% of the 13F portfolio, value $465,107.
13F-HR 0001730818-26-000003 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 713 sharesChange vs previous 13F -6 shares
0.2% of the 13F portfolio, value $463,578.
13F-HR 0001730818-26-000002 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 719 sharesChange vs previous 13F +53 shares
0.22% of the 13F portfolio, value $437,673.
13F-HR 0001730818-26-000001 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 666 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $424,906.
13F-HR 0001730818-25-000004 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 666 sharesChange vs previous 13F +2 shares
0.21% of the 13F portfolio, value $394,080.
13F-HR 0001085146-25-003767 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 664 sharesChange vs previous 13F -3 shares
0.18% of the 13F portfolio, value $356,793.
13F-HR 0001085146-25-002292 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 667 sharesChange vs previous 13F +24 shares
0.19% of the 13F portfolio, value $376,161.
13F-HR 0001085146-25-000276 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 643 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $308,683.
13F-HR 0001085146-24-005244 filed by Baugh & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).