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Martin Capital Advisors, LLP: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Martin Capital Advisors, LLP on SPY, newest first. How the timeline and the estimate are built.

Martin Capital Advisors, LLP held 1,319 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,319 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $984,990.

    13F-HR 0001398344-26-012621 filed by Martin Capital Advisors, LLP
    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 1,319 shares
    Change vs previous 13F -78 shares

    0.54% of the 13F portfolio, value $857,798.

    13F-HR 0001398344-26-008332 filed by Martin Capital Advisors, LLP
    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 1,397 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $952,642.

    13F-HR 0001398344-26-001229 filed by Martin Capital Advisors, LLP
    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 1,397 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $930,653.

    13F-HR 0001398344-25-019173 filed by Martin Capital Advisors, LLP
    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 1,397 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $863,136.

    13F-HR 0001398344-25-013130 filed by Martin Capital Advisors, LLP
    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 1,397 shares
    Change vs previous 13F -180 shares

    0.56% of the 13F portfolio, value $781,468.

    13F-HR 0001398344-25-008329 filed by Martin Capital Advisors, LLP
    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 1,577 shares
    Change vs previous 13F -130 shares

    0.6% of the 13F portfolio, value $924,248.

    13F-HR 0001398344-25-001277 filed by Martin Capital Advisors, LLP
    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 1,707 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $979,408.

    13F-HR 0001398344-24-018777 filed by Martin Capital Advisors, LLP
    Filed (acceptance time not in the bulk data set), ingested

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