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BOSTON RESEARCH & MANAGEMENT INC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOSTON RESEARCH & MANAGEMENT INC on SPY, newest first. How the timeline and the estimate are built.

BOSTON RESEARCH & MANAGEMENT INC held 6,971 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,971 shares
    Change vs previous 13F -35 shares

    1.15% of the 13F portfolio, value $5,205,940.

    13F-HR 0001259261-26-000006 filed by BOSTON RESEARCH & MANAGEMENT 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/A 7,006 shares
    Change vs previous 13F -40 shares

    1.06% of the 13F portfolio, value $4,556,462.

    13F-HR/A 0001259261-26-000010 filed by BOSTON RESEARCH & MANAGEMENT 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/A 7,046 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $4,804,997.

    13F-HR/A 0001259261-26-000012 filed by BOSTON RESEARCH & MANAGEMENT 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/A 7,046 shares
    Change vs previous 13F -49 shares

    1.03% of the 13F portfolio, value $4,694,089.

    13F-HR/A 0001259261-26-000014 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 7,095 shares
    Change vs previous 13F +1 shares

    1.04% of the 13F portfolio, value $4,383,817.

    13F-HR/A 0001259261-26-000016 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 7,094 shares
    Change vs previous 13F -22 shares

    0.97% of the 13F portfolio, value $3,968,468.

    13F-HR/A 0001259261-26-000018 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 7,116 shares
    Change vs previous 13F +2 shares

    1.01% of the 13F portfolio, value $4,170,708.

    13F-HR/A 0001259261-26-000020 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 7,114 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $4,081,991.

    13F-HR/A 0001259261-26-000022 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested