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CHICKASAW CAPITAL MANAGEMENT LLC: SPY position timeline

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

CHICKASAW CAPITAL MANAGEMENT LLC held 3,959 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,959 shares
    Change vs previous 13F +429 shares

    0.11% of the 13F portfolio, value $3,019,252.

    13F-HR 0001276460-26-000006 filed by CHICKASAW CAPITAL MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,530 shares
    Change vs previous 13F +24 shares

    0.09% of the 13F portfolio, value $2,636,000.

    13F-HR 0001276460-26-000005 filed by CHICKASAW CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,506 shares
    Change vs previous 13F -187 shares

    0.08% of the 13F portfolio, value $2,280,000.

    13F-HR 0001276460-26-000004 filed by CHICKASAW CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,693 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,518,000.

    13F-HR 0001276460-26-000003 filed by CHICKASAW CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,693 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,460,000.

    13F-HR 0001276460-25-000007 filed by CHICKASAW CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,693 shares
    Change vs previous 13F +876 shares

    0.09% of the 13F portfolio, value $2,282,000.

    13F-HR 0001276460-25-000006 filed by CHICKASAW CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,817 shares
    Change vs previous 13F -448 shares

    0.06% of the 13F portfolio, value $1,576,000.

    13F-HR 0001276460-25-000005 filed by CHICKASAW CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,265 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,914,000.

    13F-HR 0001276460-25-000001 filed by CHICKASAW CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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