MARSHALL & SULLIVAN INC /WA/: SPY position timeline

MARSHALL & SULLIVAN INC /WA/ held 4,502 SPY shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 4,502 shares

   Change vs previous 13F -45 shares

   1.39% of the 13F portfolio, value $2,999,143.

   13F-HR 0001420506-25-002850 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 4,547 shares

   Change vs previous 13F -29 shares

   1.35% of the 13F portfolio, value $2,809,364.

   13F-HR 0001420506-25-001492 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 4,576 shares

   Change vs previous 13F -6 shares

   1.3% of the 13F portfolio, value $2,559,769.

   13F-HR 0001420506-25-000751 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 4,582 shares

   Change vs previous 13F -37 shares

   1.31% of the 13F portfolio, value $2,685,419.

   13F-HR 0001420506-25-000019 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 4,619 shares

   Change vs previous 13F 0 shares

   1.27% of the 13F portfolio, value $2,650,198.

   13F-HR 0001420506-24-002085 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 4,619 shares

   Change vs previous 13F -31 shares

   1.26% of the 13F portfolio, value $2,513,753.

   13F-HR 0001420506-24-001102 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2024-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 4,650 shares

   Change vs previous 13F -100 shares

   1.2% of the 13F portfolio, value $2,432,276.

   13F-HR 0001420506-24-000573 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 4,750 shares

   Change vs previous 13F not available

   1.19% of the 13F portfolio, value $2,257,723.

   13F-HR 0001420506-24-000019 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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