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LOCKERMAN FINANCIAL GROUP, INC.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOCKERMAN FINANCIAL GROUP, INC. on SPY, newest first. How the timeline and the estimate are built.

LOCKERMAN FINANCIAL GROUP, INC. held 6,455 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,455 shares
    Change vs previous 13F +1,434 shares

    7.37% of the 13F portfolio, value $4,820,459.

    13F-HR 0001906539-26-000004 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 5,021 shares
    Change vs previous 13F -818 shares

    5.88% of the 13F portfolio, value $3,265,358.

    13F-HR 0001906539-26-000002 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 5,839 shares
    Change vs previous 13F -6,650 shares

    7.64% of the 13F portfolio, value $3,981,731.

    13F-HR 0001906539-26-000001 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 12,489 shares
    Change vs previous 13F +1,957 shares

    10.49% of the 13F portfolio, value $8,319,923.

    13F-HR 0001906539-25-000002 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 10,532 shares
    Change vs previous 13F +1,081 shares

    8.76% of the 13F portfolio, value $6,507,197.

    13F-HR 0001085146-25-003960 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 9,451 shares
    Change vs previous 13F +1,123 shares

    8% of the 13F portfolio, value $5,286,795.

    13F-HR 0001085146-25-002162 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 8,328 shares
    Change vs previous 13F -210 shares

    8.31% of the 13F portfolio, value $4,880,875.

    13F-HR 0001085146-25-000301 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 8,538 shares
    Change vs previous 13F not available

    8.29% of the 13F portfolio, value $4,898,763.

    13F-HR 0001085146-24-004910 filed by LOCKERMAN FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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