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Disclosery

L.M. KOHN & COMPANY: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on SPY, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 1,392 SPY shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,392 shares
    Change vs previous 13F -17,413 shares

    1.11% of the 13F portfolio, value $927,558.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    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 18,805 shares
    Change vs previous 13F -1,409 shares

    3.13% of the 13F portfolio, value $11,618,838.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    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 20,214 shares
    Change vs previous 13F +2,182 shares

    2.95% of the 13F portfolio, value $11,307,580.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    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 18,032 shares
    Change vs previous 13F -212 shares

    2.74% of the 13F portfolio, value $10,568,281.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    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 18,244 shares
    Change vs previous 13F -2,869 shares

    2.65% of the 13F portfolio, value $10,467,683.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    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 21,113 shares
    Change vs previous 13F +1,804 shares

    3.11% of the 13F portfolio, value $11,490,067.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    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 19,309 shares
    Change vs previous 13F +1,614 shares

    2.84% of the 13F portfolio, value $10,099,986.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    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 17,695 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $8,410,769.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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