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McLaughlin Asset Management, Inc.: SPY position timeline

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

McLaughlin Asset Management, Inc. held 15,006 SPY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 15,006 shares
    Change vs previous 13F +1,190 shares

    8.61% of the 13F portfolio, value $11,206,359.

    13F-HR/A 0002112239-26-000004 filed by McLaughlin Asset Management, Inc.
    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 13,816 shares
    Change vs previous 13F -292 shares

    8.59% of the 13F portfolio, value $8,985,247.

    13F-HR 0002112239-26-000002 filed by McLaughlin 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 ended2025-12-31
    13F 14,108 shares
    Change vs previous 13F not available

    8.61% of the 13F portfolio, value $9,620,684.

    13F-HR 0002112239-26-000001 filed by McLaughlin Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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