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Narwhal Capital Management: SPY position timeline

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

Narwhal Capital Management held 1,743 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,743 shares
    Change vs previous 13F -19 shares

    0.09% of the 13F portfolio, value $1,301,620.

    13F-HR 0001461287-26-000003 filed by Narwhal Capital Management
    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 1,762 shares
    Change vs previous 13F -285 shares

    0.08% of the 13F portfolio, value $1,145,899.

    13F-HR 0001461287-26-000002 filed by Narwhal 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 ended2025-12-31
    13F 2,047 shares
    Change vs previous 13F +76 shares

    0.1% of the 13F portfolio, value $1,395,890.

    13F-HR 0001461287-26-000001 filed by Narwhal 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 ended2025-09-30
    13F 1,971 shares
    Change vs previous 13F -218 shares

    0.1% of the 13F portfolio, value $1,313,041.

    13F-HR 0001461287-25-000005 filed by Narwhal 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 ended2025-06-30
    13F 2,189 shares
    Change vs previous 13F +192 shares

    0.11% of the 13F portfolio, value $1,352,474.

    13F-HR 0001085146-25-004109 filed by Narwhal 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 ended2025-03-31
    13F 1,997 shares
    Change vs previous 13F +51 shares

    0.1% of the 13F portfolio, value $1,117,102.

    13F-HR 0001085146-25-002254 filed by Narwhal 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 ended2024-12-31
    13F 1,946 shares
    Change vs previous 13F +765 shares

    0.1% of the 13F portfolio, value $1,140,512.

    13F-HR 0001085146-25-000391 filed by Narwhal 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 ended2024-09-30
    13F 1,181 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $677,611.

    13F-HR 0001085146-24-005056 filed by Narwhal Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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