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Disclosery

Kuhn & Co Investment Counsel: SPY position timeline

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

Kuhn & Co Investment Counsel held 1,163 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,163 shares
    Change vs previous 13F +1 shares

    0.5% of the 13F portfolio, value $868,202.

    13F-HR 0001172661-26-002984 filed by Kuhn & Co Investment Counsel
    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 1,162 shares
    Change vs previous 13F +12 shares

    0.49% of the 13F portfolio, value $756,004.

    13F-HR 0001172661-26-001698 filed by Kuhn & Co Investment Counsel
    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 1,150 shares
    Change vs previous 13F -951 shares

    0.52% of the 13F portfolio, value $784,435.

    13F-HR 0001172661-26-000534 filed by Kuhn & Co Investment Counsel
    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 2,101 shares
    Change vs previous 13F -465 shares

    1.11% of the 13F portfolio, value $1,399,579.

    13F-HR 0001172661-25-004454 filed by Kuhn & Co Investment Counsel
    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 2,566 shares
    Change vs previous 13F +26 shares

    1.2% of the 13F portfolio, value $1,585,132.

    13F-HR 0001172661-25-003099 filed by Kuhn & Co Investment Counsel
    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 2,540 shares
    Change vs previous 13F +286 shares

    1.2% of the 13F portfolio, value $1,420,993.

    13F-HR 0001172661-25-001870 filed by Kuhn & Co Investment Counsel
    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 2,254 shares
    Change vs previous 13F +9 shares

    1.12% of the 13F portfolio, value $1,320,992.

    13F-HR 0001172661-25-000430 filed by Kuhn & Co Investment Counsel
    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 2,245 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,287,908.

    13F-HR 0001172661-24-004802 filed by Kuhn & Co Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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