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Disclosery

Exchange Bank: SPY position timeline

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

Exchange Bank held 2,112 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,112 shares
    Change vs previous 13F -102 shares

    1% of the 13F portfolio, value $1,610,675.

    13F-HR 0002001155-26-000004 filed by Exchange Bank
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,214 shares
    Change vs previous 13F -652 shares

    1.03% of the 13F portfolio, value $1,653,349.

    13F-HR 0002001155-26-000003 filed by Exchange Bank
    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 2,866 shares
    Change vs previous 13F -15 shares

    1.29% of the 13F portfolio, value $1,863,874.

    13F-HR 0002001155-26-000002 filed by Exchange Bank
    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 2,881 shares
    Change vs previous 13F -6 shares

    1.36% of the 13F portfolio, value $1,964,612.

    13F-HR 0002001155-26-000001 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,887 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $1,923,262.

    13F-HR 0002001155-25-000005 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,887 shares
    Change vs previous 13F -28 shares

    1.41% of the 13F portfolio, value $1,783,733.

    13F-HR 0002001155-25-000003 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,915 shares
    Change vs previous 13F -6 shares

    1.32% of the 13F portfolio, value $1,630,622.

    13F-HR 0002001155-25-000002 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,921 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,711,939.

    13F-HR 0002001155-25-000001 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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