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Disclosery

McCarthy & Cox: SPY position timeline

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

McCarthy & Cox held 458 SPY shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 458 shares
    Change vs previous 13F -3,489 shares

    3.79% of the 13F portfolio, value $312,319.

    13F-HR 0002020726-26-000001 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 3,947 shares
    Change vs previous 13F +365 shares

    0.6% of the 13F portfolio, value $2,629,200.

    13F-HR 0001085146-25-005934 filed by McCarthy & Cox
    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 3,582 shares
    Change vs previous 13F -22 shares

    0.58% of the 13F portfolio, value $2,212,842.

    13F-HR 0001085146-25-003867 filed by McCarthy & Cox
    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 3,604 shares
    Change vs previous 13F +111 shares

    0.88% of the 13F portfolio, value $2,016,173.

    13F-HR 0001085146-25-002083 filed by McCarthy & Cox
    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 3,493 shares
    Change vs previous 13F -91 shares

    0.71% of the 13F portfolio, value $2,047,104.

    13F-HR 0001085146-25-000278 filed by McCarthy & Cox
    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 3,584 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,056,141.

    13F-HR 0001085146-24-004832 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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