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Disclosery

Pullen Investment Management, LLC: SPY position timeline

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

Pullen Investment Management, LLC held 6,143 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,143 shares
    Change vs previous 13F -22 shares

    2.12% of the 13F portfolio, value $4,587,408.

    13F-HR 0002011668-26-000003 filed by Pullen Investment 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 6,165 shares
    Change vs previous 13F 0 shares

    2.01% of the 13F portfolio, value $4,009,346.

    13F-HR 0002011668-26-000002 filed by Pullen Investment 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 6,165 shares
    Change vs previous 13F 0 shares

    2.21% of the 13F portfolio, value $4,204,037.

    13F-HR 0002011668-26-000001 filed by Pullen Investment 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 6,165 shares
    Change vs previous 13F 0 shares

    2.22% of the 13F portfolio, value $4,107,000.

    13F-HR 0002011668-25-000005 filed by Pullen Investment 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 6,165 shares
    Change vs previous 13F 0 shares

    2.29% of the 13F portfolio, value $3,809,045.

    13F-HR 0002011668-25-000003 filed by Pullen Investment 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 6,165 shares
    Change vs previous 13F -33 shares

    2.18% of the 13F portfolio, value $3,448,639.

    13F-HR 0002011668-25-000002 filed by Pullen Investment 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 6,198 shares
    Change vs previous 13F +285 shares

    2.36% of the 13F portfolio, value $3,632,524.

    13F-HR 0002011668-25-000001 filed by Pullen Investment 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 5,913 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $3,392,643.

    13F-HR 0002011668-24-000004 filed by Pullen Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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