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Disclosery

Dougherty & Associates, LLC: SPY position timeline

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

Dougherty & Associates, LLC held 480 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 480 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $358,450.

    13F-HR 0002109295-26-000005 filed by Dougherty & Associates, 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 480 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $312,163.

    13F-HR 0002109295-26-000004 filed by Dougherty & Associates, 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 480 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $327,322.

    13F-HR 0002109295-26-000003 filed by Dougherty & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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