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Edgemoor Investment Advisors, Inc.: SPG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edgemoor Investment Advisors, Inc. on SPG, newest first. How the timeline and the estimate are built.

Edgemoor Investment Advisors, Inc. held 69,083 SPG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,083 shares
    Change vs previous 13F -493 shares

    1.05% of the 13F portfolio, value $15,450,489.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, 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 69,576 shares
    Change vs previous 13F +35 shares

    1.02% of the 13F portfolio, value $12,978,075.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, 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 69,541 shares
    Change vs previous 13F -280 shares

    1% of the 13F portfolio, value $12,872,798.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, 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 69,821 shares
    Change vs previous 13F -146 shares

    1.01% of the 13F portfolio, value $13,103,371.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, 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 69,967 shares
    Change vs previous 13F +361 shares

    0.97% of the 13F portfolio, value $11,247,950.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, 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 69,606 shares
    Change vs previous 13F -137 shares

    1.06% of the 13F portfolio, value $11,560,221.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, 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 69,743 shares
    Change vs previous 13F -1,188 shares

    1.06% of the 13F portfolio, value $12,010,500.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, 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 70,931 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $11,988,899.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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