Long Wharf Investors, Inc.: SPY position timeline

Long Wharf Investors, Inc. held 12,048 SPY shares at 2014-06-30 per its 13F-HR filed 2014-08-04.

the latest 13F is the newest step

1. period ended2014-06-30

   13F 12,048 shares

   Change vs previous 13F -170 shares

   1.85% of the 13F portfolio, value $2,358,000.

   13F-HR 0001511465-14-000004 filed by Long Wharf Investors, Inc.
   Filed 2014-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 19:34:04 UTC

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

2. period ended2014-03-31

   13F 12,218 shares

   Change vs previous 13F -752 shares

   1.96% of the 13F portfolio, value $2,285,000.

   13F-HR 0001511465-14-000003 filed by Long Wharf Investors, Inc.
   Filed 2014-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 19:42:28 UTC

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

3. period ended2013-12-31

   13F 12,970 shares

   Change vs previous 13F +1,350 shares

   2.17% of the 13F portfolio, value $2,395,000.

   13F-HR 0001511465-14-000002 filed by Long Wharf Investors, Inc.
   Filed 2014-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 19:53:46 UTC

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

4. period ended2013-09-30

   13F 11,620 shares

   Change vs previous 13F -3,362 shares

   1.86% of the 13F portfolio, value $1,952,000.

   13F-HR 0001511465-13-000005 filed by Long Wharf Investors, Inc.
   Filed 2013-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 20:02:22 UTC

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

5. period ended2013-06-30

   13F 14,982 shares

   Change vs previous 13F not available

   2.36% of the 13F portfolio, value $2,403,000.

   13F-HR 0001511465-13-000004 filed by Long Wharf Investors, Inc.
   Filed 2013-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:59:42 UTC

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