HALSEY ASSOCIATES INC/CT: SPY position timeline

HALSEY ASSOCIATES INC/CT held 4,081 SPY shares at 2019-09-30 per its 13F-HR filed 2019-11-15.

the latest 13F is the newest step

1. period ended2019-09-30

   13F 4,081 shares

   Change vs previous 13F +157 shares

   0.19% of the 13F portfolio, value $1,211,000.

   13F-HR 0001034188-19-000004 filed by HALSEY ASSOCIATES INC/CT
   Filed 2019-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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

2. period ended2019-06-30

   13F 3,924 shares

   Change vs previous 13F -822 shares

   0.21% of the 13F portfolio, value $1,150,000.

   13F-HR 0001034188-19-000003 filed by HALSEY ASSOCIATES INC/CT
   Filed 2019-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

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

3. period ended2019-03-31

   13F 4,746 shares

   Change vs previous 13F +469 shares

   0.22% of the 13F portfolio, value $1,341,000.

   13F-HR 0001034188-19-000002 filed by HALSEY ASSOCIATES INC/CT
   Filed 2019-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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

4. period ended2018-12-31

   13F 4,277 shares

   Change vs previous 13F -425 shares

   0.2% of the 13F portfolio, value $1,069,000.

   13F-HR 0001034188-19-000001 filed by HALSEY ASSOCIATES INC/CT
   Filed 2019-02-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

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

5. period ended2018-09-30

   13F 4,702 shares

   Change vs previous 13F +787 shares

   0.24% of the 13F portfolio, value $1,367,000.

   13F-HR 0001034188-18-000004 filed by HALSEY ASSOCIATES INC/CT
   Filed 2018-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC

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

6. period ended2018-06-30

   13F 3,915 shares

   Change vs previous 13F +260 shares

   0.21% of the 13F portfolio, value $1,062,000.

   13F-HR 0001034188-18-000003 filed by HALSEY ASSOCIATES INC/CT
   Filed 2018-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC

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

7. period ended2018-03-31

   13F 3,655 shares

   Change vs previous 13F +776 shares

   0.17% of the 13F portfolio, value $962,000.

   13F-HR 0001034188-18-000002 filed by HALSEY ASSOCIATES INC/CT
   Filed 2018-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC

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

8. period ended2017-12-31

   13F 2,879 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $768,000.

   13F-HR 0001034188-18-000001 filed by HALSEY ASSOCIATES INC/CT
   Filed 2018-02-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

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