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SCHNIEDERS CAPITAL MANAGEMENT, LLC.: SPY position timeline

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

SCHNIEDERS CAPITAL MANAGEMENT, LLC. held 21,981 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,981 shares
    Change vs previous 13F +547 shares

    2.15% of the 13F portfolio, value $16,414,819.

    13F-HR 0002057056-26-000003 filed by SCHNIEDERS CAPITAL 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 21,434 shares
    Change vs previous 13F +295 shares

    2.22% of the 13F portfolio, value $13,939,331.

    13F-HR 0002057056-26-000002 filed by SCHNIEDERS CAPITAL 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 21,139 shares
    Change vs previous 13F -340 shares

    2.25% of the 13F portfolio, value $14,414,910.

    13F-HR 0002057056-26-000001 filed by SCHNIEDERS CAPITAL 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 21,479 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $14,308,563.

    13F-HR 0002057056-25-000003 filed by SCHNIEDERS CAPITAL MANAGEMENT, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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