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Disclosery

Sherman Asset Management, Inc.: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sherman Asset Management, Inc. on SPYG, newest first. How the timeline and the estimate are built.

Sherman Asset Management, Inc. held 2,344 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,344 shares
    Change vs previous 13F -2,629 shares

    0.22% of the 13F portfolio, value $278,913.

    13F-HR 0001736535-26-000004 filed by Sherman Asset Management, Inc.
    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 4,973 shares
    Change vs previous 13F +1,599 shares

    0.45% of the 13F portfolio, value $486,945.

    13F-HR 0001736535-26-000003 filed by Sherman Asset Management, Inc.
    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 3,374 shares
    Change vs previous 13F +214 shares

    0.3% of the 13F portfolio, value $359,987.

    13F-HR 0001736535-26-000001 filed by Sherman Asset Management, Inc.
    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 3,160 shares
    Change vs previous 13F -69 shares

    0.29% of the 13F portfolio, value $330,351.

    13F-HR 0001736535-25-000007 filed by Sherman Asset Management, Inc.
    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 3,229 shares
    Change vs previous 13F +224 shares

    0.27% of the 13F portfolio, value $307,832.

    13F-HR 0001736535-25-000005 filed by Sherman Asset Management, Inc.
    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 3,005 shares
    Change vs previous 13F -135 shares

    0.23% of the 13F portfolio, value $241,518.

    13F-HR 0001736535-25-000003 filed by Sherman Asset Management, Inc.
    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 3,140 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $275,969.

    13F-HR 0001736535-25-000002 filed by Sherman Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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