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Disclosery

BROWN, LISLE/CUMMINGS, INC.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN, LISLE/CUMMINGS, INC. on SPY, newest first. How the timeline and the estimate are built.

BROWN, LISLE/CUMMINGS, INC. held 25,267 SPY shares at 2026-06-30 per its 13F-HR filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,267 shares
    Change vs previous 13F +265 shares

    4.23% of the 13F portfolio, value $18,868,638.

    13F-HR 0000014745-26-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 25,002 shares
    Change vs previous 13F -698 shares

    4.06% of the 13F portfolio, value $16,259,801.

    13F-HR 0000014745-26-000003 filed by BROWN, LISLE/CUMMINGS, 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 25,700 shares
    Change vs previous 13F -160 shares

    4.32% of the 13F portfolio, value $17,525,344.

    13F-HR 0000014745-26-000001 filed by BROWN, LISLE/CUMMINGS, 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 25,860 shares
    Change vs previous 13F -284 shares

    4.42% of the 13F portfolio, value $17,227,415.

    13F-HR 0000014745-25-000008 filed by BROWN, LISLE/CUMMINGS, INC.
    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 26,144 shares
    Change vs previous 13F +1,217 shares

    4.3% of the 13F portfolio, value $16,153,070.

    13F-HR 0000014745-25-000006 filed by BROWN, LISLE/CUMMINGS, INC.
    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 24,927 shares
    Change vs previous 13F +579 shares

    4.04% of the 13F portfolio, value $13,943,912.

    13F-HR 0000014745-25-000005 filed by BROWN, LISLE/CUMMINGS, INC.
    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 24,348 shares
    Change vs previous 13F +40 shares

    4.26% of the 13F portfolio, value $14,269,873.

    13F-HR 0000014745-25-000001 filed by BROWN, LISLE/CUMMINGS, INC.
    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 24,308 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $13,946,956.

    13F-HR 0000014745-24-000014 filed by BROWN, LISLE/CUMMINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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