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Disclosery

Monument Capital Management: SPY position timeline

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

Monument Capital Management held 7,223 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,223 shares
    Change vs previous 13F -237 shares

    1.15% of the 13F portfolio, value $5,508,476.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,460 shares
    Change vs previous 13F +6,164 shares

    1.12% of the 13F portfolio, value $5,570,904.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,296 shares
    Change vs previous 13F -13 shares

    0.21% of the 13F portfolio, value $842,701.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,309 shares
    Change vs previous 13F -22 shares

    0.22% of the 13F portfolio, value $892,457.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,331 shares
    Change vs previous 13F -150 shares

    0.22% of the 13F portfolio, value $886,513.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,481 shares
    Change vs previous 13F -1 shares

    0.24% of the 13F portfolio, value $914,876.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,482 shares
    Change vs previous 13F +60 shares

    0.25% of the 13F portfolio, value $828,871.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,422 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $833,254.

    13F-HR 0001729428-25-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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