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McLaughlin Asset Management, Inc.: SPYM position timeline

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

McLaughlin Asset Management, Inc. held 11,500 SPYM 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 11,500 shares
    Change vs previous 13F +1,521 shares

    0.78% of the 13F portfolio, value $1,010,620.

    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 9,979 shares
    Change vs previous 13F +2,693 shares

    0.73% of the 13F portfolio, value $763,793.

    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 7,286 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $584,483.

    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).