Princeton Portfolio Strategies Group LLC: SPY position timeline

Princeton Portfolio Strategies Group LLC held 12,883 SPY shares at 2021-06-30 per its 13F-HR filed 2021-08-02.

the latest 13F is the newest step

1. period ended2021-06-30

   13F 12,883 shares

   Change vs previous 13F +6,129 shares

   1.07% of the 13F portfolio, value $5,515,000.

   13F-HR 0001568289-21-000003 filed by Princeton Portfolio Strategies Group LLC
   Filed 2021-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

2. period ended2021-03-31

   13F 6,754 shares

   Change vs previous 13F -2,686 shares

   0.52% of the 13F portfolio, value $2,677,000.

   13F-HR 0001568289-21-000002 filed by Princeton Portfolio Strategies Group LLC
   Filed 2021-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

3. period ended2020-12-31

   13F 9,440 shares

   Change vs previous 13F +271 shares

   0.7% of the 13F portfolio, value $3,529,000.

   13F-HR 0001568289-21-000001 filed by Princeton Portfolio Strategies Group LLC
   Filed 2021-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

4. period ended2020-09-30

   13F 9,169 shares

   Change vs previous 13F +1,991 shares

   0.67% of the 13F portfolio, value $3,071,000.

   13F-HR 0001568289-20-000004 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

5. period ended2020-06-30

   13F 7,178 shares

   Change vs previous 13F -1,114 shares

   0.53% of the 13F portfolio, value $2,213,000.

   13F-HR 0001568289-20-000003 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

6. period ended2020-03-31

   13F 8,292 shares

   Change vs previous 13F -2,594 shares

   0.62% of the 13F portfolio, value $2,137,000.

   13F-HR 0001568289-20-000002 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

7. period ended2019-12-31

   13F 10,886 shares

   Change vs previous 13F +900 shares

   0.82% of the 13F portfolio, value $3,504,000.

   13F-HR 0001568289-20-000001 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

8. period ended2019-09-30

   13F 9,986 shares

   Change vs previous 13F not available

   0.74% of the 13F portfolio, value $2,964,000.

   13F-HR 0001568289-19-000004 filed by Princeton Portfolio Strategies Group LLC
   Filed 2019-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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