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Carl P. Sherr & Co., LLC: SPOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carl P. Sherr & Co., LLC on SPOT, newest first. How the timeline and the estimate are built.

Carl P. Sherr & Co., LLC held 2,507 SPOT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,507 shares
    Change vs previous 13F -1,631 shares

    0.48% of the 13F portfolio, value $1,151,039.

    13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., 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 4,138 shares
    Change vs previous 13F +27 shares

    0.94% of the 13F portfolio, value $2,006,558.

    13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., 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 4,111 shares
    Change vs previous 13F +471 shares

    0.92% of the 13F portfolio, value $2,056,939.

    13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., 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 3,640 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $2,540,720.

    13F-HR 0001818535-25-000006 filed by Carl P. Sherr & Co., LLC
    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 3,640 shares
    Change vs previous 13F +1,053 shares

    1.41% of the 13F portfolio, value $2,793,118.

    13F-HR 0001818535-25-000004 filed by Carl P. Sherr & Co., LLC
    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 2,587 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,422,928.

    13F-HR 0001818535-25-000002 filed by Carl P. Sherr & Co., LLC
    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 2,587 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,157,372.

    13F-HR 0001818535-25-000001 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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