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Disclosery

Naples Money Management LLC: SPY position timeline

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

Naples Money Management LLC held 27,582 SPY shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 27,582 shares
    Change vs previous 13F +1,119 shares

    13.4% of the 13F portfolio, value $15,825,468.

    13F-HR 0002008660-24-000005 filed by Naples Money 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 ended2024-06-30
    13F 26,463 shares
    Change vs previous 13F +90 shares

    12.31% of the 13F portfolio, value $14,431,176.

    13F-HR 0002008660-24-000004 filed by Naples Money 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 ended2024-03-31
    13F 26,373 shares
    Change vs previous 13F -961 shares

    13.75% of the 13F portfolio, value $13,795,156.

    13F-HR 0002008660-24-000003 filed by Naples Money 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 ended2023-12-31
    13F 27,334 shares
    Change vs previous 13F not available

    12.16% of the 13F portfolio, value $12,992,174.

    13F-HR 0002008660-24-000001 filed by Naples Money Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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