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Goelzer Investment Management, Inc.: SPY position timeline

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

Goelzer Investment Management, Inc. held 14,827 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,827 shares
    Change vs previous 13F -843 shares

    0.48% of the 13F portfolio, value $11,072,487.

    13F-HR 0001550057-26-000003 filed by Goelzer Investment Management, 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 15,670 shares
    Change vs previous 13F +1,930 shares

    0.49% of the 13F portfolio, value $10,190,829.

    13F-HR 0001550057-26-000002 filed by Goelzer Investment Management, 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 13,740 shares
    Change vs previous 13F -332 shares

    0.43% of the 13F portfolio, value $9,369,753.

    13F-HR 0001550057-26-000001 filed by Goelzer Investment Management, 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 14,072 shares
    Change vs previous 13F -68 shares

    0.5% of the 13F portfolio, value $9,374,386.

    13F-HR 0001085146-25-005926 filed by Goelzer Investment Management, 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 14,140 shares
    Change vs previous 13F -197 shares

    0.48% of the 13F portfolio, value $8,736,591.

    13F-HR 0001085146-25-003611 filed by Goelzer Investment Management, 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/A 14,337 shares
    Change vs previous 13F -777 shares

    0.46% of the 13F portfolio, value $8,020,149.

    13F-HR/A 0001085146-25-002400 filed by Goelzer Investment Management, 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 15,114 shares
    Change vs previous 13F -368 shares

    0.51% of the 13F portfolio, value $8,858,140.

    13F-HR 0001085146-25-000355 filed by Goelzer Investment Management, 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 15,482 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $8,883,049.

    13F-HR 0001085146-24-004632 filed by Goelzer Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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