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Disclosery

Kanaly Trust Co: SPY position timeline

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

Kanaly Trust Co held 3,800 SPY shares at 2016-12-31 per its 13F-HR filed 2017-01-23.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 3,800 shares
    Change vs previous 13F -506 shares

    0.18% of the 13F portfolio, value $849,000.

    13F-HR 0001085825-17-000003 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-09-30
    13F 4,306 shares
    Change vs previous 13F +928 shares

    0.2% of the 13F portfolio, value $931,000.

    13F-HR 0001085825-16-000023 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-06-30
    13F 3,378 shares
    Change vs previous 13F -433 shares

    0.14% of the 13F portfolio, value $708,000.

    13F-HR 0001085825-16-000021 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-03-31
    13F 3,811 shares
    Change vs previous 13F -1,211 shares

    0.16% of the 13F portfolio, value $783,000.

    13F-HR 0001085825-16-000019 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-12-31
    13F 5,022 shares
    Change vs previous 13F -3,270 shares

    0.21% of the 13F portfolio, value $1,024,000.

    13F-HR 0001085825-16-000015 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-09-30
    13F 8,292 shares
    Change vs previous 13F +3,448 shares

    0.35% of the 13F portfolio, value $1,589,000.

    13F-HR 0001085825-15-000011 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-06-30
    13F 4,844 shares
    Change vs previous 13F -20 shares

    0.2% of the 13F portfolio, value $997,000.

    13F-HR 0001085825-15-000008 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-03-31
    13F 4,864 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,004,000.

    13F-HR 0001085825-15-000006 filed by Kanaly Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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