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Disclosery

Daniels&Tansey,LLP: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Daniels&Tansey,LLP on SPY, newest first. How the timeline and the estimate are built.

Daniels&Tansey,LLP held 1,145 SPY shares at 2023-09-30 per its 13F-HR filed 2023-11-03.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 1,145 shares
    Change vs previous 13F -83,748 shares

    0.08% of the 13F portfolio, value $243,209.

    13F-HR 0001478179-23-000007 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 84,893 shares
    Change vs previous 13F -1,444 shares

    12.49% of the 13F portfolio, value $37,631,752.

    13F-HR 0001478179-23-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 86,337 shares
    Change vs previous 13F -533 shares

    12.13% of the 13F portfolio, value $35,345,858.

    13F-HR 0001478179-23-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 86,870 shares
    Change vs previous 13F -1,081 shares

    12.72% of the 13F portfolio, value $33,222,024.

    13F-HR 0001478179-23-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 87,951 shares
    Change vs previous 13F -725 shares

    13.04% of the 13F portfolio, value $31,414,000.

    13F-HR 0001478179-22-000004 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 88,676 shares
    Change vs previous 13F -598 shares

    13.01% of the 13F portfolio, value $33,453,000.

    13F-HR 0001478179-22-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 89,274 shares
    Change vs previous 13F -4,029 shares

    13.63% of the 13F portfolio, value $40,320,000.

    13F-HR 0001478179-22-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 93,303 shares
    Change vs previous 13F not available

    13.69% of the 13F portfolio, value $44,315,000.

    13F-HR 0001478179-22-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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