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Disclosery

McBroom & Associates, LLC: SPY position timeline

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

McBroom & Associates, LLC held 3,152 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,152 shares
    Change vs previous 13F -86 shares

    1.18% of the 13F portfolio, value $2,353,819.

    13F-HR 0001754960-26-000672 filed by McBroom & Associates, 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 3,238 shares
    Change vs previous 13F -220 shares

    1.17% of the 13F portfolio, value $2,105,801.

    13F-HR 0001754960-26-000309 filed by McBroom & Associates, 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 3,458 shares
    Change vs previous 13F +73 shares

    1.15% of the 13F portfolio, value $2,358,079.

    13F-HR 0001754960-26-000090 filed by McBroom & Associates, 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 3,385 shares
    Change vs previous 13F -68 shares

    1.07% of the 13F portfolio, value $2,255,019.

    13F-HR 0001754960-25-000722 filed by McBroom & Associates, 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 3,453 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $1,931,574.

    13F-HR 0001754960-25-000534 filed by McBroom & Associates, 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 3,453 shares
    Change vs previous 13F -233 shares

    1.1% of the 13F portfolio, value $1,931,574.

    13F-HR 0001754960-25-000213 filed by McBroom & Associates, 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 3,686 shares
    Change vs previous 13F -25 shares

    1.22% of the 13F portfolio, value $2,160,291.

    13F-HR 0001754960-25-000083 filed by McBroom & Associates, 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 3,711 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,129,223.

    13F-HR 0001754960-24-000513 filed by McBroom & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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