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Disclosery

HM Capital Management, LLC: SPY position timeline

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

HM Capital Management, LLC held 3,535 SPY shares at 2022-09-30 per its 13F-HR filed 2022-11-07.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 3,535 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $1,263,000.

    13F-HR 0001085146-22-003805 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 3,535 shares
    Change vs previous 13F +4 shares

    0.74% of the 13F portfolio, value $1,334,000.

    13F-HR 0001085146-22-002883 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 3,531 shares
    Change vs previous 13F -105 shares

    0.58% of the 13F portfolio, value $1,595,000.

    13F-HR 0001085146-22-001997 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 3,636 shares
    Change vs previous 13F -487 shares

    0.66% of the 13F portfolio, value $1,727,000.

    13F-HR 0001085146-22-000413 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 4,123 shares
    Change vs previous 13F -175 shares

    0.77% of the 13F portfolio, value $1,769,000.

    13F-HR 0001085146-21-002887 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 4,298 shares
    Change vs previous 13F -22 shares

    0.81% of the 13F portfolio, value $1,840,000.

    13F-HR 0001085146-21-002258 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 4,320 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,712,000.

    13F-HR 0001085146-21-001337 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 4,320 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,615,000.

    13F-HR 0001085146-21-000191 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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