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Ebert Capital Management Inc.: SPY position timeline

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

Ebert Capital Management Inc. held 3,323 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,323 shares
    Change vs previous 13F -8 shares

    2.2% of the 13F portfolio, value $2,534,219.

    13F-HR 0002085853-26-001119 filed by Ebert Capital Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,331 shares
    Change vs previous 13F -316 shares

    2.33% of the 13F portfolio, value $2,487,491.

    13F-HR 0002085853-26-000652 filed by Ebert Capital Management Inc.
    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 3,647 shares
    Change vs previous 13F -140 shares

    2.42% of the 13F portfolio, value $2,371,790.

    13F-HR 0002085853-26-000337 filed by Ebert Capital Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,787 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $2,620,490.

    13F-HR 0002085853-26-000194 filed by Ebert Capital Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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