Skip to content
Disclosery

Hoxton Planning & Management, LLC: SPY position timeline

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

Hoxton Planning & Management, LLC held 14,167 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,167 shares
    Change vs previous 13F -593 shares

    2.76% of the 13F portfolio, value $10,579,135.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & 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 14,760 shares
    Change vs previous 13F +667 shares

    2.88% of the 13F portfolio, value $9,599,058.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & 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 14,093 shares
    Change vs previous 13F +3,553 shares

    2.87% of the 13F portfolio, value $9,610,296.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & 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 10,540 shares
    Change vs previous 13F +1,676 shares

    2.26% of the 13F portfolio, value $7,021,683.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & 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 8,864 shares
    Change vs previous 13F +1,338 shares

    1.89% of the 13F portfolio, value $5,476,891.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & 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 7,526 shares
    Change vs previous 13F +4,017 shares

    1.61% of the 13F portfolio, value $4,209,831.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & 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 3,509 shares
    Change vs previous 13F +2,200 shares

    0.79% of the 13F portfolio, value $2,056,666.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & 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 1,309 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $751,100.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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