Skip to content
Disclosery

McAlister, Sweet & Associates, Inc.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McAlister, Sweet & Associates, Inc. on SPY, newest first. How the timeline and the estimate are built.

McAlister, Sweet & Associates, Inc. held 68,295 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 68,295 shares
    Change vs previous 13F -14,446 shares

    32.91% of the 13F portfolio, value $52,083,993.

    13F-HR 0001214659-26-012628 filed by McAlister, Sweet & Associates, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 82,741 shares
    Change vs previous 13F +8,907 shares

    33.02% of the 13F portfolio, value $61,788,497.

    13F-HR 0001214659-26-008452 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 73,834 shares
    Change vs previous 13F +17,939 shares

    29.9% of the 13F portfolio, value $48,017,204.

    13F-HR 0001214659-26-004209 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 55,895 shares
    Change vs previous 13F -25,050 shares

    28.94% of the 13F portfolio, value $38,115,918.

    13F-HR 0001214659-26-000032 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 80,945 shares
    Change vs previous 13F +37,172 shares

    35.61% of the 13F portfolio, value $53,923,940.

    13F-HR 0001214659-25-014482 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 43,773 shares
    Change vs previous 13F +38,916 shares

    24% of the 13F portfolio, value $27,045,148.

    13F-HR 0001214659-25-009962 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,857 shares
    Change vs previous 13F -44 shares

    2.06% of the 13F portfolio, value $2,716,957.

    13F-HR 0001214659-25-005687 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,901 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $2,872,378.

    13F-HR 0001214659-25-000286 filed by McAlister, Sweet & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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