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Disclosery

Berman McAleer LLC: SPY position timeline

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

Berman McAleer LLC held 19,986 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,986 shares
    Change vs previous 13F -181 shares

    1.73% of the 13F portfolio, value $14,924,945.

    13F-HR 0002094332-26-000003 filed by Berman McAleer 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 20,167 shares
    Change vs previous 13F +9 shares

    1.79% of the 13F portfolio, value $13,115,407.

    13F-HR 0002094332-26-000002 filed by Berman McAleer 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 20,158 shares
    Change vs previous 13F -479 shares

    1.88% of the 13F portfolio, value $13,746,143.

    13F-HR 0002094332-26-000001 filed by Berman McAleer 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 20,637 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $13,785,418.

    13F-HR 0002094332-25-000001 filed by Berman McAleer LLC
    Filed (acceptance time not in the bulk data set), ingested

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