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Disclosery

RESOURCES MANAGEMENT CORP /CT/ /ADV: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RESOURCES MANAGEMENT CORP /CT/ /ADV on SPY, newest first. How the timeline and the estimate are built.

RESOURCES MANAGEMENT CORP /CT/ /ADV held 3,789 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 3,789 shares
    Change vs previous 13F -180 shares

    0.36% of the 13F portfolio, value $2,829,512.

    13F-HR 0000749044-26-000003 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 3,969 shares
    Change vs previous 13F -75 shares

    0.34% of the 13F portfolio, value $2,581,000.

    13F-HR 0000749044-26-000002 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 4,044 shares
    Change vs previous 13F +1,544 shares

    0.36% of the 13F portfolio, value $2,758,000.

    13F-HR 0000749044-26-000001 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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/A 2,500 shares
    Change vs previous 13F -32 shares

    0.22% of the 13F portfolio, value $1,665,000.

    13F-HR/A 0000749044-25-000008 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 2,532 shares
    Change vs previous 13F -15 shares

    0.21% of the 13F portfolio, value $1,564,000.

    13F-HR 0000749044-25-000003 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 2,547 shares
    Change vs previous 13F -40 shares

    0.2% of the 13F portfolio, value $1,425,000.

    13F-HR 0000749044-25-000002 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 2,587 shares
    Change vs previous 13F -55 shares

    0.21% of the 13F portfolio, value $1,516,000.

    13F-HR 0000749044-25-000001 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    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 2,642 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,516,000.

    13F-HR 0000749044-24-000006 filed by RESOURCES MANAGEMENT CORP /CT/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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