Cheviot Value Management, LLC: SPY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cheviot Value Management, LLC on SPY, newest first. How the timeline and the estimate are built.
Cheviot Value Management, LLC held 1,158 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 1,158 sharesChange vs previous 13F -543 shares
0.09% of the 13F portfolio, value $864,425.
13F-HR 0001140361-26-031662 filed by Cheviot Value Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,701 sharesChange vs previous 13F +522 shares
0.11% of the 13F portfolio, value $1,106,525.
13F-HR 0001140361-26-020764 filed by Cheviot Value Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,179 sharesChange vs previous 13F -310 shares
0.08% of the 13F portfolio, value $820,005.
13F-HR 0001140361-26-003468 filed by Cheviot Value Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,489 sharesChange vs previous 13F -170 shares
0.11% of the 13F portfolio, value $1,023,328.
13F-HR 0001140361-25-039956 filed by Cheviot Value Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,659 sharesChange vs previous 13F +24 shares
0.12% of the 13F portfolio, value $1,056,982.
13F-HR 0001140361-25-030867 filed by Cheviot Value Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,635 sharesChange vs previous 13F +1,635 shares
0.11% of the 13F portfolio, value $921,133.
13F-HR 0001140361-25-018008 filed by Cheviot Value Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001140361-24-046784 filed by Cheviot Value Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.