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Curbstone Financial Management Corp: SPY position timeline

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

Curbstone Financial Management Corp held 6,163 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 6,163 shares
    Change vs previous 13F -136 shares

    0.78% of the 13F portfolio, value $4,602,344.

    13F-HR 0001608057-26-000007 filed by Curbstone Financial Management Corp
    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 6,299 shares
    Change vs previous 13F -200 shares

    0.78% of the 13F portfolio, value $4,096,492.

    13F-HR 0001608057-26-000004 filed by Curbstone Financial Management Corp
    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 6,499 shares
    Change vs previous 13F -268 shares

    0.85% of the 13F portfolio, value $4,431,799.

    13F-HR 0001608057-26-000002 filed by Curbstone Financial Management Corp
    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 6,767 shares
    Change vs previous 13F +1,064 shares

    0.87% of the 13F portfolio, value $4,508,041.

    13F-HR 0001608057-25-000010 filed by Curbstone Financial Management Corp
    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 5,703 shares
    Change vs previous 13F +1,810 shares

    0.72% of the 13F portfolio, value $3,523,599.

    13F-HR 0001608057-25-000008 filed by Curbstone Financial Management Corp
    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 3,893 shares
    Change vs previous 13F +650 shares

    0.46% of the 13F portfolio, value $2,177,789.

    13F-HR 0001608057-25-000005 filed by Curbstone Financial Management Corp
    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 3,243 shares
    Change vs previous 13F -84 shares

    0.4% of the 13F portfolio, value $1,900,658.

    13F-HR 0001608057-25-000002 filed by Curbstone Financial Management Corp
    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 3,327 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,908,900.

    13F-HR 0001608057-24-000008 filed by Curbstone Financial Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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