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MITCHELL MCLEOD PUGH & WILLIAMS INC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MITCHELL MCLEOD PUGH & WILLIAMS INC on SPY, newest first. How the timeline and the estimate are built.

MITCHELL MCLEOD PUGH & WILLIAMS INC held 5,611 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,611 shares
    Change vs previous 13F +59 shares

    0.51% of the 13F portfolio, value $4,189,767.

    13F-HR 0001398344-26-014051 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 5,552 shares
    Change vs previous 13F +177 shares

    0.53% of the 13F portfolio, value $3,610,946.

    13F-HR 0002085853-26-000486 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 5,375 shares
    Change vs previous 13F +82 shares

    0.53% of the 13F portfolio, value $3,712,356.

    13F-HR 0002085853-26-000247 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 5,293 shares
    Change vs previous 13F -30 shares

    0.58% of the 13F portfolio, value $3,636,728.

    13F-HR 0002085853-25-000198 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 5,323 shares
    Change vs previous 13F -9 shares

    0.61% of the 13F portfolio, value $3,288,605.

    13F-HR 0001632105-25-000005 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 5,332 shares
    Change vs previous 13F -8 shares

    0.62% of the 13F portfolio, value $2,982,888.

    13F-HR 0001632105-25-000004 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 5,340 shares
    Change vs previous 13F -10 shares

    0.66% of the 13F portfolio, value $3,129,847.

    13F-HR 0001632105-25-000001 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 5,350 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,069,129.

    13F-HR 0001632105-24-000005 filed by MITCHELL MCLEOD PUGH & WILLIAMS INC
    Filed (acceptance time not in the bulk data set), ingested

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