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Disclosery

IMS Capital Management: SPY position timeline

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

IMS Capital Management held 1,786 SPY shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,786 shares
    Change vs previous 13F -158 shares

    0.55% of the 13F portfolio, value $1,189,628.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,944 shares
    Change vs previous 13F +121 shares

    0.56% of the 13F portfolio, value $1,200,920.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,823 shares
    Change vs previous 13F +34 shares

    0.51% of the 13F portfolio, value $1,019,581.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,789 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,048,275.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,789 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,026,216.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 1,789 shares
    Change vs previous 13F +46 shares

    0.47% of the 13F portfolio, value $999,280.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 1,743 shares
    Change vs previous 13F +16 shares

    0.42% of the 13F portfolio, value $911,970.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 1,727 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $821,070.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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