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Disclosery

CORDA Investment Management, LLC.: SPY position timeline

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

CORDA Investment Management, LLC. held 2,746 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,746 shares
    Change vs previous 13F +120 shares

    0.13% of the 13F portfolio, value $2,050,273.

    13F-HR 0001545812-26-000005 filed by CORDA Investment Management, 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 2,626 shares
    Change vs previous 13F -816 shares

    0.12% of the 13F portfolio, value $1,707,838.

    13F-HR 0001545812-26-000003 filed by CORDA Investment 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 ended2025-12-31
    13F 3,442 shares
    Change vs previous 13F +181 shares

    0.17% of the 13F portfolio, value $2,347,078.

    13F-HR 0001545812-26-000002 filed by CORDA Investment 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 ended2025-09-30
    13F 3,261 shares
    Change vs previous 13F +740 shares

    0.15% of the 13F portfolio, value $2,172,198.

    13F-HR 0001545812-25-000007 filed by CORDA Investment 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 ended2025-06-30
    13F 2,521 shares
    Change vs previous 13F -37 shares

    0.11% of the 13F portfolio, value $1,557,650.

    13F-HR 0001545812-25-000006 filed by CORDA Investment 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 ended2025-03-31
    13F 2,558 shares
    Change vs previous 13F -4 shares

    0.11% of the 13F portfolio, value $1,430,913.

    13F-HR 0001545812-25-000004 filed by CORDA Investment 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 ended2024-12-31
    13F 2,562 shares
    Change vs previous 13F -21 shares

    0.12% of the 13F portfolio, value $1,501,467.

    13F-HR 0001545812-25-000002 filed by CORDA Investment 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 ended2024-09-30
    13F 2,583 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,481,898.

    13F-HR 0001545812-24-000004 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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