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Disclosery

LOWERY THOMAS, LLC: SPY position timeline

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

LOWERY THOMAS, LLC held 12,193 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,193 shares
    Change vs previous 13F -650 shares

    4.45% of the 13F portfolio, value $9,105,179.

    13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, 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 12,843 shares
    Change vs previous 13F -507 shares

    4.78% of the 13F portfolio, value $8,352,498.

    13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, 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 13,350 shares
    Change vs previous 13F -298 shares

    5.14% of the 13F portfolio, value $9,103,709.

    13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, 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 13,648 shares
    Change vs previous 13F -1,452 shares

    5.25% of the 13F portfolio, value $9,092,343.

    13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, 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 15,100 shares
    Change vs previous 13F -40 shares

    5.97% of the 13F portfolio, value $9,329,690.

    13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, 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 15,140 shares
    Change vs previous 13F +816 shares

    5.79% of the 13F portfolio, value $8,469,074.

    13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, 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 14,324 shares
    Change vs previous 13F -184 shares

    5.47% of the 13F portfolio, value $8,395,216.

    13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, 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 14,508 shares
    Change vs previous 13F not available

    5.65% of the 13F portfolio, value $8,324,095.

    13F-HR 0001951757-24-001185 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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