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Disclosery

MOTCO: SPY position timeline

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

MOTCO held 43,505 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,505 shares
    Change vs previous 13F -100 shares

    2.78% of the 13F portfolio, value $32,488,229.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 43,605 shares
    Change vs previous 13F -1,460 shares

    2.62% of the 13F portfolio, value $28,358,075.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 45,065 shares
    Change vs previous 13F -59 shares

    2.79% of the 13F portfolio, value $30,730,725.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 45,124 shares
    Change vs previous 13F -627 shares

    2.75% of the 13F portfolio, value $30,060,707.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 45,751 shares
    Change vs previous 13F +136 shares

    2.77% of the 13F portfolio, value $28,918,292.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 45,615 shares
    Change vs previous 13F -8 shares

    2.69% of the 13F portfolio, value $25,516,575.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 45,623 shares
    Change vs previous 13F -1,702 shares

    2.74% of the 13F portfolio, value $26,738,728.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 47,325 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $27,153,192.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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