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Kraft, Davis & Associates, LLC: SPY position timeline

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

Kraft, Davis & Associates, LLC held 10,941 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,941 shares
    Change vs previous 13F +317 shares

    1.7% of the 13F portfolio, value $8,140,816.

    13F-HR 0001919438-26-000009 filed by Kraft, Davis & Associates, 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 10,624 shares
    Change vs previous 13F +1,381 shares

    1.63% of the 13F portfolio, value $7,634,107.

    13F-HR 0001919438-26-000005 filed by Kraft, Davis & Associates, 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 9,243 shares
    Change vs previous 13F -9 shares

    1.44% of the 13F portfolio, value $6,410,070.

    13F-HR 0001919438-26-000002 filed by Kraft, Davis & Associates, 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 9,252 shares
    Change vs previous 13F +77 shares

    1.51% of the 13F portfolio, value $6,217,053.

    13F-HR 0001919438-25-000008 filed by Kraft, Davis & Associates, 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 9,175 shares
    Change vs previous 13F -1,235 shares

    1.6% of the 13F portfolio, value $5,844,819.

    13F-HR 0001085146-25-004232 filed by Kraft, Davis & Associates, 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 10,410 shares
    Change vs previous 13F +4,996 shares

    1.77% of the 13F portfolio, value $5,477,363.

    13F-HR 0001085146-25-002305 filed by Kraft, Davis & Associates, 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 5,414 shares
    Change vs previous 13F -431 shares

    0.93% of the 13F portfolio, value $3,264,896.

    13F-HR 0001085146-25-001214 filed by Kraft, Davis & Associates, 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 5,845 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $3,334,866.

    13F-HR 0001085146-24-005450 filed by Kraft, Davis & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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