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Schear Investment Advisers, LLC: SPY position timeline

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

Schear Investment Advisers, LLC held 6,342 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,342 shares
    Change vs previous 13F -4,869 shares

    1.58% of the 13F portfolio, value $4,736,015.

    13F-HR 0001962838-26-000003 filed by Schear Investment Advisers, 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 11,211 shares
    Change vs previous 13F -1,295 shares

    3.22% of the 13F portfolio, value $7,290,962.

    13F-HR 0001962838-26-000002 filed by Schear Investment Advisers, 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 12,506 shares
    Change vs previous 13F -2,150 shares

    3.67% of the 13F portfolio, value $8,528,092.

    13F-HR 0001962838-26-000001 filed by Schear Investment Advisers, 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 14,656 shares
    Change vs previous 13F -755 shares

    4.35% of the 13F portfolio, value $9,763,534.

    13F-HR 0002085853-25-000121 filed by Schear Investment Advisers, 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 15,411 shares
    Change vs previous 13F +14,743 shares

    4.71% of the 13F portfolio, value $9,521,686.

    13F-HR 0001667731-25-001130 filed by Schear Investment Advisers, 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 668 shares
    Change vs previous 13F -75 shares

    0.22% of the 13F portfolio, value $373,673.

    13F-HR 0001667731-25-000568 filed by Schear Investment Advisers, 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 743 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $435,457.

    13F-HR 0001667731-25-000157 filed by Schear Investment Advisers, 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 743 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $426,304.

    13F-HR 0001962838-24-000004 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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