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CCM INVESTMENT ADVISERS LLC: SPY position timeline

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

CCM INVESTMENT ADVISERS LLC held 644 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 644 shares
    Change vs previous 13F -32 shares

    0.04% of the 13F portfolio, value $480,919.

    13F-HR 0000931097-26-000004 filed by CCM INVESTMENT ADVISERS 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 676 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $439,629.

    13F-HR 0000931097-26-000003 filed by CCM INVESTMENT ADVISERS 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 674 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $459,614.

    13F-HR 0000931097-26-000001 filed by CCM INVESTMENT ADVISERS 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 663 shares
    Change vs previous 13F +38 shares

    0.04% of the 13F portfolio, value $441,677.

    13F-HR 0000931097-25-000009 filed by CCM INVESTMENT ADVISERS 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 625 shares
    Change vs previous 13F +19 shares

    0.04% of the 13F portfolio, value $386,156.

    13F-HR 0000931097-25-000004 filed by CCM INVESTMENT ADVISERS 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 606 shares
    Change vs previous 13F -173 shares

    0.04% of the 13F portfolio, value $338,990.

    13F-HR 0000931097-25-000003 filed by CCM INVESTMENT ADVISERS 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 779 shares
    Change vs previous 13F +145 shares

    0.05% of the 13F portfolio, value $458,223.

    13F-HR 0000931097-25-000001 filed by CCM INVESTMENT ADVISERS LLC
    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 634 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $363,763.

    13F-HR 0000931097-24-000008 filed by CCM INVESTMENT ADVISERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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