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PIN OAK INVESTMENT ADVISORS INC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PIN OAK INVESTMENT ADVISORS INC on SPY, newest first. How the timeline and the estimate are built.

PIN OAK INVESTMENT ADVISORS INC held 2,699 SPY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,699 shares
    Change vs previous 13F -71 shares

    1.43% of the 13F portfolio, value $2,016,000.

    13F-HR/A 0001094584-26-000004 filed by PIN OAK INVESTMENT ADVISORS INC
    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 2,770 shares
    Change vs previous 13F -594 shares

    1.28% of the 13F portfolio, value $1,807,000.

    13F-HR 0001094584-26-000002 filed by PIN OAK INVESTMENT ADVISORS INC
    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 3,364 shares
    Change vs previous 13F -799 shares

    1.63% of the 13F portfolio, value $2,323,000.

    13F-HR 0001094584-26-000001 filed by PIN OAK INVESTMENT ADVISORS INC
    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 4,163 shares
    Change vs previous 13F +67 shares

    1.99% of the 13F portfolio, value $2,780,792.

    13F-HR 0001094584-25-000005 filed by PIN OAK INVESTMENT ADVISORS INC
    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 4,096 shares
    Change vs previous 13F -60 shares

    1.94% of the 13F portfolio, value $2,291,000.

    13F-HR 0001094584-25-000003 filed by PIN OAK INVESTMENT ADVISORS INC
    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 4,156 shares
    Change vs previous 13F -137 shares

    1.74% of the 13F portfolio, value $2,276,000.

    13F-HR 0001094584-25-000002 filed by PIN OAK INVESTMENT ADVISORS INC
    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 4,293 shares
    Change vs previous 13F 0 shares

    2.24% of the 13F portfolio, value $2,464,000.

    13F-HR 0001094584-25-000001 filed by PIN OAK INVESTMENT ADVISORS INC
    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 4,293 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $2,463,000.

    13F-HR 0001094584-24-000004 filed by PIN OAK INVESTMENT ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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