Harold Davidson & Associates Inc.: SPY position timeline

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

Harold Davidson & Associates Inc. held 305 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 305 shares
Change vs previous 13F -131 shares
0.1% of the 13F portfolio, value $227,858.
13F-HR 0002085853-26-000738 filed by Harold Davidson & Associates Inc.
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 436 shares
Change vs previous 13F -38 shares
0.14% of the 13F portfolio, value $283,588.
13F-HR 0001172661-26-001578 filed by Harold Davidson & Associates Inc.
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 474 shares
Change vs previous 13F -14 shares
0.14% of the 13F portfolio, value $323,190.
13F-HR 0001172661-26-000598 filed by Harold Davidson & Associates Inc.
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 488 shares
Change vs previous 13F not available
0.15% of the 13F portfolio, value $324,957.
13F-HR 0001172661-25-004647 filed by Harold Davidson & Associates Inc.
Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).