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Disclosery

HMS Capital Management, LLC: SPY position timeline

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

HMS Capital Management, LLC held 52,350 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,350 shares
    Change vs previous 13F -47,421 shares

    14.62% of the 13F portfolio, value $39,093,256.

    13F-HR 0001689470-26-000003 filed by HMS 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 ended2026-03-31
    13F 99,771 shares
    Change vs previous 13F +43,661 shares

    25.1% of the 13F portfolio, value $64,885,297.

    13F-HR 0001689470-26-000002 filed by HMS 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 ended2025-12-31
    13F 56,110 shares
    Change vs previous 13F -24,247 shares

    15.83% of the 13F portfolio, value $38,262,446.

    13F-HR 0001689470-26-000001 filed by HMS 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 ended2025-09-30
    13F 80,357 shares
    Change vs previous 13F +25,174 shares

    15.35% of the 13F portfolio, value $36,511,774.

    13F-HR 0001689470-25-000003 filed by HMS 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 ended2025-06-30
    13F 55,183 shares
    Change vs previous 13F -1,006 shares

    15.37% of the 13F portfolio, value $34,095,059.

    13F-HR 0001667731-25-000744 filed by HMS 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 ended2025-03-31
    13F 56,189 shares
    Change vs previous 13F -269 shares

    15.72% of the 13F portfolio, value $28,340,757.

    13F-HR 0001667731-25-000636 filed by HMS 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 ended2024-12-31
    13F 56,458 shares
    Change vs previous 13F +640 shares

    15.99% of the 13F portfolio, value $33,089,068.

    13F-HR 0001667731-25-000168 filed by HMS 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 ended2024-09-30
    13F 55,818 shares
    Change vs previous 13F not available

    15.7% of the 13F portfolio, value $32,026,339.

    13F-HR 0001689470-24-000004 filed by HMS Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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