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Patton Albertson Miller Group, LLC: SPY position timeline

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

Patton Albertson Miller Group, LLC held 5,138 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,138 shares
    Change vs previous 13F -114 shares

    0.38% of the 13F portfolio, value $3,836,904.

    13F-HR 0001511037-26-000007 filed by Patton Albertson Miller Group, 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 5,252 shares
    Change vs previous 13F -111 shares

    0.41% of the 13F portfolio, value $3,415,586.

    13F-HR 0001511037-26-000004 filed by Patton Albertson Miller Group, 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 5,363 shares
    Change vs previous 13F -50 shares

    0.43% of the 13F portfolio, value $3,657,137.

    13F-HR 0001511037-26-000002 filed by Patton Albertson Miller Group, 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 5,413 shares
    Change vs previous 13F +420 shares

    0.44% of the 13F portfolio, value $3,606,032.

    13F-HR 0001511037-25-000005 filed by Patton Albertson Miller Group, 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 4,993 shares
    Change vs previous 13F +150 shares

    0.41% of the 13F portfolio, value $3,084,925.

    13F-HR 0001667731-25-000856 filed by Patton Albertson Miller Group, 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/A 4,843 shares
    Change vs previous 13F -295 shares

    0.4% of the 13F portfolio, value $2,709,126.

    13F-HR/A 0001667731-25-000670 filed by Patton Albertson Miller Group, 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 5,138 shares
    Change vs previous 13F -69 shares

    0.4% of the 13F portfolio, value $3,011,279.

    13F-HR 0001667731-25-000064 filed by Patton Albertson Miller Group, 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 5,207 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,987,568.

    13F-HR 0001667731-24-000695 filed by Patton Albertson Miller Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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