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Disclosery

BOYD WATTERSON ASSET MANAGEMENT LLC/OH: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOYD WATTERSON ASSET MANAGEMENT LLC/OH on SPY, newest first. How the timeline and the estimate are built.

BOYD WATTERSON ASSET MANAGEMENT LLC/OH held 35,240 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,240 shares
    Change vs previous 13F -757 shares

    7.09% of the 13F portfolio, value $26,316,377.

    13F-HR 0001121477-26-000005 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    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 35,997 shares
    Change vs previous 13F -355 shares

    7.19% of the 13F portfolio, value $23,410,465.

    13F-HR 0001121477-26-000004 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    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 36,352 shares
    Change vs previous 13F 0 shares

    7.16% of the 13F portfolio, value $24,789,341.

    13F-HR 0001121477-26-000002 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    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 36,352 shares
    Change vs previous 13F -2,343 shares

    7.21% of the 13F portfolio, value $24,217,156.

    13F-HR 0001121477-25-000011 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    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 38,695 shares
    Change vs previous 13F +103 shares

    7.52% of the 13F portfolio, value $23,907,873.

    13F-HR 0001121477-25-000009 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    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 38,592 shares
    Change vs previous 13F 0 shares

    6.9% of the 13F portfolio, value $21,588,130.

    13F-HR 0001121477-25-000008 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    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 38,592 shares
    Change vs previous 13F -335 shares

    6.29% of the 13F portfolio, value $22,618,158.

    13F-HR 0001121477-25-000002 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 38,927 shares
    Change vs previous 13F not available

    6.12% of the 13F portfolio, value $22,334,911.

    13F-HR 0001121477-24-000035 filed by BOYD WATTERSON ASSET MANAGEMENT LLC/OH
    Filed (acceptance time not in the bulk data set), ingested

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