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Disclosery

Mendel Money Management: SPY position timeline

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

Mendel Money Management held 2,264 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,264 shares
    Change vs previous 13F -580 shares

    0.62% of the 13F portfolio, value $1,690,687.

    13F-HR 0001600585-26-000005 filed by Mendel Money Management
    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 2,844 shares
    Change vs previous 13F -78 shares

    0.77% of the 13F portfolio, value $1,849,567.

    13F-HR 0001600585-26-000003 filed by Mendel Money Management
    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 2,922 shares
    Change vs previous 13F +1,698 shares

    0.83% of the 13F portfolio, value $1,992,570.

    13F-HR 0001600585-26-000002 filed by Mendel Money Management
    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 1,224 shares
    Change vs previous 13F +166 shares

    0.34% of the 13F portfolio, value $815,404.

    13F-HR 0001600585-25-000005 filed by Mendel Money Management
    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 1,058 shares
    Change vs previous 13F -196 shares

    0.29% of the 13F portfolio, value $653,685.

    13F-HR 0001085146-25-004446 filed by Mendel Money Management
    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 1,254 shares
    Change vs previous 13F +215 shares

    0.33% of the 13F portfolio, value $701,475.

    13F-HR 0001085146-25-002647 filed by Mendel Money Management
    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 1,039 shares
    Change vs previous 13F +56 shares

    0.27% of the 13F portfolio, value $608,937.

    13F-HR 0001085146-25-001016 filed by Mendel Money Management
    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 983 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $564,006.

    13F-HR 0001085146-24-005406 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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