Skip to content
Disclosery

Per Stirling Capital Management, LLC.: SPY position timeline

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

Per Stirling Capital Management, LLC. held 5,806 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,806 shares
    Change vs previous 13F -43 shares

    0.41% of the 13F portfolio, value $4,335,753.

    13F-HR 0001689933-26-000005 filed by Per Stirling 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 5,849 shares
    Change vs previous 13F -285 shares

    0.42% of the 13F portfolio, value $3,803,574.

    13F-HR 0001689933-26-000003 filed by Per Stirling 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 6,134 shares
    Change vs previous 13F -278 shares

    0.47% of the 13F portfolio, value $4,183,075.

    13F-HR 0001689933-26-000001 filed by Per Stirling 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 6,412 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $4,271,406.

    13F-HR 0001689933-25-000006 filed by Per Stirling 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 6,412 shares
    Change vs previous 13F -184 shares

    0.52% of the 13F portfolio, value $3,961,679.

    13F-HR 0001689933-25-000004 filed by Per Stirling 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 6,596 shares
    Change vs previous 13F -3,724 shares

    0.53% of the 13F portfolio, value $3,689,482.

    13F-HR 0001689933-25-000003 filed by Per Stirling 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 10,320 shares
    Change vs previous 13F +2,949 shares

    0.86% of the 13F portfolio, value $6,048,428.

    13F-HR 0001689933-25-000002 filed by Per Stirling 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 7,371 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,229,184.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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