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Disclosery

SCHOLTZ & COMPANY, LLC: SPY position timeline

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

SCHOLTZ & COMPANY, LLC held 983 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 983 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $734,075.

    13F-HR 0001606134-26-000004 filed by SCHOLTZ & COMPANY, 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 983 shares
    Change vs previous 13F -47 shares

    0.33% of the 13F portfolio, value $639,284.

    13F-HR 0001606134-26-000002 filed by SCHOLTZ & COMPANY, 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 1,030 shares
    Change vs previous 13F -16 shares

    0.3% of the 13F portfolio, value $702,378.

    13F-HR 0001606134-26-000001 filed by SCHOLTZ & COMPANY, 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 1,046 shares
    Change vs previous 13F -10 shares

    0.31% of the 13F portfolio, value $696,824.

    13F-HR 0001606134-25-000006 filed by SCHOLTZ & COMPANY, 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 1,056 shares
    Change vs previous 13F +3 shares

    0.29% of the 13F portfolio, value $652,450.

    13F-HR 0001606134-25-000004 filed by SCHOLTZ & COMPANY, 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 1,053 shares
    Change vs previous 13F -228 shares

    0.29% of the 13F portfolio, value $589,038.

    13F-HR 0001606134-25-000003 filed by SCHOLTZ & COMPANY, 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 1,281 shares
    Change vs previous 13F -71 shares

    0.36% of the 13F portfolio, value $750,768.

    13F-HR 0001606134-25-000002 filed by SCHOLTZ & COMPANY, 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 1,352 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $775,724.

    13F-HR 0001606134-24-000004 filed by SCHOLTZ & COMPANY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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