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Moloney Securities Asset Management, LLC: SPY position timeline

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

Moloney Securities Asset Management, LLC held 27,371 SPY shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 27,371 shares
    Change vs previous 13F +10,377 shares

    2.17% of the 13F portfolio, value $18,234,008.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 16,994 shares
    Change vs previous 13F +119 shares

    1.3% of the 13F portfolio, value $10,499,579.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 16,875 shares
    Change vs previous 13F -12,794 shares

    1.28% of the 13F portfolio, value $9,439,637.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 29,669 shares
    Change vs previous 13F +475 shares

    2.33% of the 13F portfolio, value $17,388,331.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 29,194 shares
    Change vs previous 13F +367 shares

    2.25% of the 13F portfolio, value $16,750,338.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 28,827 shares
    Change vs previous 13F +14,554 shares

    2.27% of the 13F portfolio, value $15,688,167.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 14,273 shares
    Change vs previous 13F +1,537 shares

    1.12% of the 13F portfolio, value $7,465,822.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 12,736 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $6,053,662.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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