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Eldridge Investment Advisors, Inc.: SPYM position timeline

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

Eldridge Investment Advisors, Inc. held 416,733 SPYM 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 416,733 shares
    Change vs previous 13F -31,445 shares

    7.25% of the 13F portfolio, value $36,622,521.

    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 448,178 shares
    Change vs previous 13F +41,085 shares

    7.52% of the 13F portfolio, value $34,303,555.

    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 407,093 shares
    Change vs previous 13F -58 shares

    7.19% of the 13F portfolio, value $32,657,028.

    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 407,151 shares
    Change vs previous 13F -6,872 shares

    7.26% of the 13F portfolio, value $31,896,226.

    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 414,023 shares
    Change vs previous 13F -4,056 shares

    6.29% of the 13F portfolio, value $30,095,360.

    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 418,079 shares
    Change vs previous 13F -10,014 shares

    6.33% of the 13F portfolio, value $27,492,856.

    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 428,093 shares
    Change vs previous 13F -5,798 shares

    6.86% of the 13F portfolio, value $29,513,000.

    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 433,891 shares
    Change vs previous 13F not available

    6.88% of the 13F portfolio, value $29,292,000.

    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).