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McHugh Group, LLC: SPY position timeline

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

McHugh Group, LLC held 36,527 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,527 shares
    Change vs previous 13F +37 shares

    13.94% of the 13F portfolio, value $27,278,538.

    13F-HR 0002085853-26-000750 filed by McHugh Group, 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 36,490 shares
    Change vs previous 13F +697 shares

    14.05% of the 13F portfolio, value $23,731,327.

    13F-HR 0002085853-26-000403 filed by McHugh Group, 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 35,793 shares
    Change vs previous 13F +4,677 shares

    13.89% of the 13F portfolio, value $24,408,796.

    13F-HR 0002085853-26-000167 filed by McHugh Group, 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 31,116 shares
    Change vs previous 13F +777 shares

    12.4% of the 13F portfolio, value $20,729,747.

    13F-HR 0002085853-25-000050 filed by McHugh Group, 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 30,339 shares
    Change vs previous 13F -60 shares

    12.53% of the 13F portfolio, value $18,745,782.

    13F-HR 0001667731-25-000779 filed by McHugh Group, 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 30,399 shares
    Change vs previous 13F +3,699 shares

    12.86% of the 13F portfolio, value $17,005,569.

    13F-HR 0001667731-25-000458 filed by McHugh Group, 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 26,700 shares
    Change vs previous 13F not available

    11.68% of the 13F portfolio, value $15,648,852.

    13F-HR 0001667731-25-000143 filed by McHugh Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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