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Mesirow Financial Investment Management, Inc.: SPY position timeline

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

Mesirow Financial Investment Management, Inc. held 131,037 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,037 shares
    Change vs previous 13F +1,244 shares

    1.54% of the 13F portfolio, value $97,856,658.

    13F-HR 0001469475-26-000004 filed by Mesirow Financial Investment 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 129,793 shares
    Change vs previous 13F +14,405 shares

    1.37% of the 13F portfolio, value $84,404,053.

    13F-HR 0001469475-26-000002 filed by Mesirow Financial Investment 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 115,388 shares
    Change vs previous 13F -19,579 shares

    1.62% of the 13F portfolio, value $78,686,324.

    13F-HR 0001469475-26-000001 filed by Mesirow Financial Investment Management, Inc.
    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 134,967 shares
    Change vs previous 13F -2,177 shares

    1.61% of the 13F portfolio, value $89,914,248.

    13F-HR 0001469475-25-000002 filed by Mesirow Financial Investment Management, Inc.
    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 137,144 shares
    Change vs previous 13F -4,637 shares

    1.65% of the 13F portfolio, value $84,735,343.

    13F-HR 0001085146-25-004477 filed by Mesirow Financial Investment Management, Inc.
    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 141,781 shares
    Change vs previous 13F +1,057 shares

    1.54% of the 13F portfolio, value $79,310,151.

    13F-HR 0001085146-25-002744 filed by Mesirow Financial Investment Management, Inc.
    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 140,724 shares
    Change vs previous 13F -3,001 shares

    1.64% of the 13F portfolio, value $82,475,957.

    13F-HR 0001085146-25-000865 filed by Mesirow Financial Investment Management, Inc.
    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 143,725 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $82,460,098.

    13F-HR 0001085146-24-005312 filed by Mesirow Financial Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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