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Bowling Portfolio Management LLC: SPY position timeline

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

Bowling Portfolio Management LLC held 4,358 SPY shares at 2022-09-30 per its 13F-HR filed 2022-10-04.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 4,358 shares
    Change vs previous 13F -90 shares

    0.43% of the 13F portfolio, value $1,557,000.

    13F-HR 0001322590-22-000005 filed by Bowling Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 4,448 shares
    Change vs previous 13F -18 shares

    0.42% of the 13F portfolio, value $1,678,000.

    13F-HR 0001322590-22-000004 filed by Bowling Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 4,466 shares
    Change vs previous 13F -511 shares

    0.43% of the 13F portfolio, value $2,017,000.

    13F-HR 0001322590-22-000003 filed by Bowling Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 4,977 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $2,364,000.

    13F-HR 0001322590-22-000001 filed by Bowling Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 4,977 shares
    Change vs previous 13F -213 shares

    0.48% of the 13F portfolio, value $2,136,000.

    13F-HR 0001322590-21-000004 filed by Bowling Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 5,190 shares
    Change vs previous 13F +1,179 shares

    0.5% of the 13F portfolio, value $2,222,000.

    13F-HR 0001322590-21-000003 filed by Bowling Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 4,011 shares
    Change vs previous 13F -1,812 shares

    0.38% of the 13F portfolio, value $1,590,000.

    13F-HR 0001322590-21-000002 filed by Bowling Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 5,823 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,177,000.

    13F-HR 0001322590-21-000001 filed by Bowling Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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