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Disclosery

Parsec Financial Management, Inc.: SPY position timeline

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

Parsec Financial Management, Inc. held 18,181 SPY shares at 2023-03-31 per its 13F-HR filed 2023-04-06.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 18,181 shares
    Change vs previous 13F -353 shares

    0.31% of the 13F portfolio, value $7,443,316.

    13F-HR 0001349138-23-000004 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 18,534 shares
    Change vs previous 13F +608 shares

    0.32% of the 13F portfolio, value $7,088,056.

    13F-HR 0001349138-23-000001 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 17,926 shares
    Change vs previous 13F +8,671 shares

    0.32% of the 13F portfolio, value $6,403,000.

    13F-HR 0001349138-22-000005 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 9,255 shares
    Change vs previous 13F +773 shares

    0.17% of the 13F portfolio, value $3,491,000.

    13F-HR 0001349138-22-000004 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 8,482 shares
    Change vs previous 13F +834 shares

    0.16% of the 13F portfolio, value $3,831,000.

    13F-HR 0001349138-22-000003 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 7,648 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $3,632,000.

    13F-HR 0001349138-22-000002 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 7,648 shares
    Change vs previous 13F -53 shares

    0.15% of the 13F portfolio, value $3,574,000.

    13F-HR 0001349138-21-000006 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 7,701 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,296,000.

    13F-HR 0001349138-21-000005 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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