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Disclosery

DAVIDSON TRUST CO: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIDSON TRUST CO on SPY, newest first. How the timeline and the estimate are built.

DAVIDSON TRUST CO held 5,079 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,079 shares
    Change vs previous 13F +110 shares

    1.53% of the 13F portfolio, value $3,873,398.

    13F-HR 0001133119-26-000007 filed by DAVIDSON TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,969 shares
    Change vs previous 13F -26 shares

    1.45% of the 13F portfolio, value $3,710,700.

    13F-HR 0001133119-26-000004 filed by DAVIDSON TRUST CO
    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 4,995 shares
    Change vs previous 13F +604 shares

    1.4% of the 13F portfolio, value $3,248,448.

    13F-HR 0001133119-26-000003 filed by DAVIDSON TRUST CO
    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 4,391 shares
    Change vs previous 13F +250 shares

    1.25% of the 13F portfolio, value $2,994,311.

    13F-HR 0001133119-26-000001 filed by DAVIDSON TRUST CO
    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 4,141 shares
    Change vs previous 13F +50 shares

    1.14% of the 13F portfolio, value $2,758,651.

    13F-HR 0001133119-25-000006 filed by DAVIDSON TRUST CO
    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 4,091 shares
    Change vs previous 13F +48 shares

    1.17% of the 13F portfolio, value $2,527,624.

    13F-HR 0001133119-25-000003 filed by DAVIDSON TRUST CO
    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 4,043 shares
    Change vs previous 13F -6 shares

    1.08% of the 13F portfolio, value $2,261,614.

    13F-HR 0001080107-25-000005 filed by DAVIDSON TRUST CO
    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 4,049 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,373,038.

    13F-HR 0001080107-25-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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