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Per Stirling Capital Management, LLC.: SPYM position timeline

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

Per Stirling Capital Management, LLC. held 64,635 SPYM 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 64,635 shares
    Change vs previous 13F -658 shares

    0.54% of the 13F portfolio, value $5,680,099.

    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 65,293 shares
    Change vs previous 13F -724 shares

    0.55% of the 13F portfolio, value $4,997,515.

    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 66,017 shares
    Change vs previous 13F +266 shares

    0.59% of the 13F portfolio, value $5,295,894.

    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 65,751 shares
    Change vs previous 13F +2,173 shares

    0.62% of the 13F portfolio, value $5,150,895.

    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 63,578 shares
    Change vs previous 13F +2,663 shares

    0.6% of the 13F portfolio, value $4,621,518.

    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 60,915 shares
    Change vs previous 13F +14 shares

    0.58% of the 13F portfolio, value $4,005,765.

    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 60,901 shares
    Change vs previous 13F +782 shares

    0.6% of the 13F portfolio, value $4,198,499.

    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 60,119 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,058,656.

    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).