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Objective Capital Management, LLC: SPY position timeline

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

Objective Capital Management, LLC held 7,006 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,006 shares
    Change vs previous 13F +30 shares

    4.65% of the 13F portfolio, value $5,232,159.

    13F-HR 0002085853-26-000777 filed by Objective 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 6,976 shares
    Change vs previous 13F -377 shares

    4.58% of the 13F portfolio, value $4,536,704.

    13F-HR 0002085853-26-000557 filed by Objective 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 7,353 shares
    Change vs previous 13F -154 shares

    5.1% of the 13F portfolio, value $5,014,304.

    13F-HR 0002085853-26-000200 filed by Objective 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 7,507 shares
    Change vs previous 13F -183 shares

    5.17% of the 13F portfolio, value $5,000,716.

    13F-HR 0002085853-25-000196 filed by Objective 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 7,690 shares
    Change vs previous 13F +131 shares

    5.34% of the 13F portfolio, value $4,751,439.

    13F-HR 0001667731-25-001123 filed by Objective 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 7,559 shares
    Change vs previous 13F -5,740 shares

    5.39% of the 13F portfolio, value $4,228,259.

    13F-HR 0001667731-25-000601 filed by Objective 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 13,299 shares
    Change vs previous 13F -1,539 shares

    5.21% of the 13F portfolio, value $7,794,220.

    13F-HR 0001667731-25-000345 filed by Objective 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 14,838 shares
    Change vs previous 13F not available

    5% of the 13F portfolio, value $8,513,330.

    13F-HR 0001924152-24-000003 filed by Objective Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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