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Disclosery

Eldridge Investment Advisors, Inc.: SPY position timeline

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

Eldridge Investment Advisors, Inc. held 3,664 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,664 shares
    Change vs previous 13F +40 shares

    0.54% of the 13F portfolio, value $2,736,504.

    13F-HR 0001727993-26-000007 filed by Eldridge 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 3,624 shares
    Change vs previous 13F +25 shares

    0.52% of the 13F portfolio, value $2,356,925.

    13F-HR 0001727993-26-000004 filed by Eldridge 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 3,599 shares
    Change vs previous 13F +1 shares

    0.54% of the 13F portfolio, value $2,454,083.

    13F-HR 0001727993-26-000002 filed by Eldridge 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 3,598 shares
    Change vs previous 13F -205 shares

    0.55% of the 13F portfolio, value $2,397,217.

    13F-HR 0001727993-25-000011 filed by Eldridge 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 3,803 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $2,349,754.

    13F-HR 0001727993-25-000009 filed by Eldridge 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 3,803 shares
    Change vs previous 13F -134 shares

    0.49% of the 13F portfolio, value $2,127,212.

    13F-HR 0001727993-25-000006 filed by Eldridge 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 3,937 shares
    Change vs previous 13F -318 shares

    0.54% of the 13F portfolio, value $2,308,000.

    13F-HR 0001727993-25-000002 filed by Eldridge 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 4,255 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,441,000.

    13F-HR 0001727993-24-000008 filed by Eldridge Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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