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LVM CAPITAL MANAGEMENT LTD/MI: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LVM CAPITAL MANAGEMENT LTD/MI on SPY, newest first. How the timeline and the estimate are built.

LVM CAPITAL MANAGEMENT LTD/MI held 17,432 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,432 shares
    Change vs previous 13F -391 shares

    1.09% of the 13F portfolio, value $13,018,000.

    13F-HR 0001053054-26-000003 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 17,823 shares
    Change vs previous 13F -1,354 shares

    1.09% of the 13F portfolio, value $11,591,000.

    13F-HR 0001053054-26-000002 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 19,177 shares
    Change vs previous 13F -97 shares

    1.21% of the 13F portfolio, value $13,077,000.

    13F-HR 0001053054-26-000001 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 19,274 shares
    Change vs previous 13F -314 shares

    1.23% of the 13F portfolio, value $12,840,000.

    13F-HR 0001053054-25-000010 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 19,588 shares
    Change vs previous 13F -1,634 shares

    1.26% of the 13F portfolio, value $12,103,000.

    13F-HR 0001053054-25-000005 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 21,222 shares
    Change vs previous 13F -330 shares

    1.32% of the 13F portfolio, value $11,872,000.

    13F-HR 0001053054-25-000004 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 21,552 shares
    Change vs previous 13F -875 shares

    1.36% of the 13F portfolio, value $12,631,000.

    13F-HR 0001053054-25-000001 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 22,427 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $12,205,000.

    13F-HR 0001053054-24-000004 filed by LVM CAPITAL MANAGEMENT LTD/MI
    Filed (acceptance time not in the bulk data set), ingested

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