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Disclosery

Ellenbecker Investment Group: SPY position timeline

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

Ellenbecker Investment Group held 9,722 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,722 shares
    Change vs previous 13F -388 shares

    0.84% of the 13F portfolio, value $7,260,131.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 10,110 shares
    Change vs previous 13F -154 shares

    0.89% of the 13F portfolio, value $6,575,221.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 10,264 shares
    Change vs previous 13F -213 shares

    0.98% of the 13F portfolio, value $6,999,859.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 10,477 shares
    Change vs previous 13F +58 shares

    1.03% of the 13F portfolio, value $6,980,185.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 10,419 shares
    Change vs previous 13F -1,308 shares

    1.04% of the 13F portfolio, value $6,437,514.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 11,727 shares
    Change vs previous 13F -3,268 shares

    1.18% of the 13F portfolio, value $6,560,263.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 14,995 shares
    Change vs previous 13F -2,709 shares

    1.57% of the 13F portfolio, value $8,788,573.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 17,704 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $10,158,271.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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