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Disclosery

Bawa N Mallick Trust: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bawa N Mallick Trust on SPY, newest first. How the timeline and the estimate are built.

Bawa N Mallick Trust held 107,400 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,400 shares
    Change vs previous 13F 0 shares

    25.95% of the 13F portfolio, value $80,203,098.

    13F-HR 0002040013-26-000015 filed by Bawa N Mallick Trust
    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 107,400 shares
    Change vs previous 13F 0 shares

    28.61% of the 13F portfolio, value $69,846,516.

    13F-HR 0002040013-26-000012 filed by Bawa N Mallick Trust
    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 107,400 shares
    Change vs previous 13F 0 shares

    27.2% of the 13F portfolio, value $73,238,208.

    13F-HR 0002040013-26-000010 filed by Bawa N Mallick Trust
    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 107,400 shares
    Change vs previous 13F 0 shares

    27.07% of the 13F portfolio, value $71,547,732.

    13F-HR 0002040013-26-000009 filed by Bawa N Mallick Trust
    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 107,400 shares
    Change vs previous 13F 0 shares

    27.41% of the 13F portfolio, value $66,357,090.

    13F-HR 0002040013-26-000008 filed by Bawa N Mallick Trust
    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 107,400 shares
    Change vs previous 13F 0 shares

    28.44% of the 13F portfolio, value $60,078,486.

    13F-HR 0002040013-26-000006 filed by Bawa N Mallick Trust
    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 107,400 shares
    Change vs previous 13F not available

    27.63% of the 13F portfolio, value $62,944,992.

    13F-HR 0002040013-26-000005 filed by Bawa N Mallick Trust
    Filed (acceptance time not in the bulk data set), ingested

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