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Disclosery

Next Capital Management LLC: SPY position timeline

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

Next Capital Management LLC held 6,632 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,632 shares
    Change vs previous 13F -127 shares

    1.34% of the 13F portfolio, value $4,954,400.

    13F-HR 0001437749-26-025432 filed by Next Capital 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 ended2026-03-31
    13F 6,759 shares
    Change vs previous 13F +564 shares

    1.33% of the 13F portfolio, value $4,398,396.

    13F-HR 0001437749-26-015365 filed by Next Capital 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 ended2025-12-31
    13F 6,195 shares
    Change vs previous 13F +347 shares

    1.35% of the 13F portfolio, value $4,226,664.

    13F-HR 0001437749-26-003766 filed by Next Capital 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 ended2025-09-30
    13F 5,848 shares
    Change vs previous 13F +72 shares

    1.3% of the 13F portfolio, value $3,898,045.

    13F-HR 0001437749-25-033205 filed by Next Capital Management LLC
    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 5,776 shares
    Change vs previous 13F -111 shares

    1.32% of the 13F portfolio, value $3,570,695.

    13F-HR 0001437749-25-024802 filed by Next Capital Management LLC
    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 5,887 shares
    Change vs previous 13F +722 shares

    1.58% of the 13F portfolio, value $3,294,817.

    13F-HR 0001437749-25-014677 filed by Next Capital Management LLC
    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 5,165 shares
    Change vs previous 13F -108 shares

    1.24% of the 13F portfolio, value $3,029,228.

    13F-HR 0001437749-25-003355 filed by Next Capital Management LLC
    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 5,273 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $3,027,323.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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