Skip to content
Disclosery

Chatterton & Associates Inc.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chatterton & Associates Inc. on SPY, newest first. How the timeline and the estimate are built.

Chatterton & Associates Inc. held 2,806 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,806 shares
    Change vs previous 13F +363 shares

    1.24% of the 13F portfolio, value $2,109,298.

    13F-HR 0002102688-26-000004 filed by Chatterton & Associates Inc.
    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 2,443 shares
    Change vs previous 13F -233 shares

    1.16% of the 13F portfolio, value $1,661,020.

    13F-HR 0002102688-26-000003 filed by Chatterton & Associates 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 2,676 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,824,818.

    13F-HR 0002102688-26-000001 filed by Chatterton & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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