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Disclosery

Members Trust Co: SPY position timeline

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

Members Trust Co held 619,474 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 619,474 shares
    Change vs previous 13F -7,947 shares

    14.4% of the 13F portfolio, value $462,604,598.

    13F-HR 0001677560-26-000008 filed by Members Trust Co
    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 627,421 shares
    Change vs previous 13F -75,146 shares

    13.56% of the 13F portfolio, value $408,036,973.

    13F-HR 0001677560-26-000006 filed by Members Trust Co
    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 702,567 shares
    Change vs previous 13F -36,880 shares

    15.63% of the 13F portfolio, value $479,094,818.

    13F-HR 0001677560-26-000002 filed by Members Trust Co
    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 739,447 shares
    Change vs previous 13F -5,401 shares

    16.2% of the 13F portfolio, value $492,605,125.

    13F-HR 0001677560-25-000009 filed by Members Trust Co
    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 744,848 shares
    Change vs previous 13F -32,518 shares

    15.86% of the 13F portfolio, value $460,204,336.

    13F-HR 0001667731-25-001012 filed by Members Trust Co
    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 777,366 shares
    Change vs previous 13F +59,823 shares

    15.15% of the 13F portfolio, value $434,850,766.

    13F-HR 0001667731-25-000586 filed by Members Trust Co
    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 717,543 shares
    Change vs previous 13F -15,327 shares

    13F-HR 0001667731-25-000179 filed by Members Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  8. period ended2024-09-30
    13F 732,870 shares
    Change vs previous 13F not available

    13F-HR 0001667731-24-000682 filed by Members Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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