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Newman Dignan & Sheerar, Inc.: SPY position timeline

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

Newman Dignan & Sheerar, Inc. held 4,521 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,521 shares
    Change vs previous 13F -29 shares

    0.65% of the 13F portfolio, value $3,375,903.

    13F-HR 0001566493-26-000003 filed by Newman Dignan & Sheerar, Inc.
    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 4,550 shares
    Change vs previous 13F -19 shares

    0.62% of the 13F portfolio, value $2,959,101.

    13F-HR 0001566493-26-000002 filed by Newman Dignan & Sheerar, Inc.
    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 4,569 shares
    Change vs previous 13F -18 shares

    0.65% of the 13F portfolio, value $3,115,808.

    13F-HR 0001566493-26-000001 filed by Newman Dignan & Sheerar, Inc.
    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 4,587 shares
    Change vs previous 13F -79 shares

    0.66% of the 13F portfolio, value $3,055,753.

    13F-HR 0001566493-25-000010 filed by Newman Dignan & Sheerar, Inc.
    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 4,666 shares
    Change vs previous 13F +256 shares

    0.66% of the 13F portfolio, value $2,882,908.

    13F-HR 0001566493-25-000004 filed by Newman Dignan & Sheerar, Inc.
    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/A 4,410 shares
    Change vs previous 13F -14 shares

    0.67% of the 13F portfolio, value $2,467,134.

    13F-HR/A 0001566493-25-000003 filed by Newman Dignan & Sheerar, Inc.
    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 4,424 shares
    Change vs previous 13F -109 shares

    0.66% of the 13F portfolio, value $2,592,818.

    13F-HR 0001566493-25-000001 filed by Newman Dignan & Sheerar, Inc.
    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 4,533 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,632,777.

    13F-HR 0001566493-24-000007 filed by Newman Dignan & Sheerar, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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