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Disclosery

McCarthy Asset Management, Inc.: SPSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McCarthy Asset Management, Inc. on SPSB, newest first. How the timeline and the estimate are built.

McCarthy Asset Management, Inc. held 0 SPSB shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -895,438 shares

    13F-HR 0001843169-26-000001 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 895,438 shares
    Change vs previous 13F +14,435 shares

    17.41% of the 13F portfolio, value $27,122,826.

    13F-HR 0001843169-25-000003 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 881,003 shares
    Change vs previous 13F +101,286 shares

    18.07% of the 13F portfolio, value $26,597,474.

    13F-HR 0001095449-25-000055 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 779,717 shares
    Change vs previous 13F -1,497 shares

    17% of the 13F portfolio, value $23,469,474.

    13F-HR 0001095449-25-000036 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 781,214 shares
    Change vs previous 13F +133,943 shares

    16.46% of the 13F portfolio, value $23,327,060.

    13F-HR 0001095449-25-000010 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 647,271 shares
    Change vs previous 13F not available

    12.19% of the 13F portfolio, value $19,599,375.

    13F-HR 0001095449-24-000088 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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