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MCDONALD PARTNERS LLC: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCDONALD PARTNERS LLC on SPYG, newest first. How the timeline and the estimate are built.

MCDONALD PARTNERS LLC held 21,891 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,891 shares
    Change vs previous 13F -25 shares

    0.63% of the 13F portfolio, value $2,604,810.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 21,916 shares
    Change vs previous 13F -250 shares

    0.51% of the 13F portfolio, value $2,145,796.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 22,166 shares
    Change vs previous 13F -1,857 shares

    0.74% of the 13F portfolio, value $2,365,113.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 24,023 shares
    Change vs previous 13F +1,615 shares

    0.75% of the 13F portfolio, value $2,510,707.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 22,408 shares
    Change vs previous 13F -887 shares

    0.51% of the 13F portfolio, value $2,136,941.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 23,295 shares
    Change vs previous 13F -29 shares

    0.49% of the 13F portfolio, value $1,873,125.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 23,324 shares
    Change vs previous 13F -1,087 shares

    0.52% of the 13F portfolio, value $2,050,182.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 24,411 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,024,652.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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