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D L CARLSON INVESTMENT GROUP INC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D L CARLSON INVESTMENT GROUP INC on SPY, newest first. How the timeline and the estimate are built.

D L CARLSON INVESTMENT GROUP INC held 2,937 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,937 shares
    Change vs previous 13F -1,299 shares

    0.35% of the 13F portfolio, value $2,193,236.

    13F-HR 0001021117-26-000003 filed by D L CARLSON INVESTMENT GROUP 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 4,236 shares
    Change vs previous 13F -44 shares

    0.47% of the 13F portfolio, value $2,755,102.

    13F-HR 0001021117-26-000002 filed by D L CARLSON INVESTMENT GROUP 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 4,280 shares
    Change vs previous 13F +25 shares

    0.49% of the 13F portfolio, value $2,918,688.

    13F-HR 0001021117-26-000001 filed by D L CARLSON INVESTMENT GROUP INC
    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 4,255 shares
    Change vs previous 13F -71 shares

    0.48% of the 13F portfolio, value $2,834,710.

    13F-HR 0001021117-25-000005 filed by D L CARLSON INVESTMENT GROUP INC
    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 4,326 shares
    Change vs previous 13F -1,486 shares

    0.49% of the 13F portfolio, value $2,672,772.

    13F-HR 0001021117-25-000003 filed by D L CARLSON INVESTMENT GROUP INC
    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 5,812 shares
    Change vs previous 13F -1,376 shares

    0.62% of the 13F portfolio, value $3,251,349.

    13F-HR 0001021117-25-000002 filed by D L CARLSON INVESTMENT GROUP INC
    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 7,188 shares
    Change vs previous 13F +196 shares

    0.75% of the 13F portfolio, value $4,212,811.

    13F-HR 0001021117-25-000001 filed by D L CARLSON INVESTMENT GROUP INC
    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 6,992 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $4,011,913.

    13F-HR 0001021117-24-000004 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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