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SITTNER & NELSON, LLC: SPY position timeline

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

SITTNER & NELSON, LLC held 5,355 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,355 shares
    Change vs previous 13F -85 shares

    1.26% of the 13F portfolio, value $3,998,954.

    13F-HR 0001846138-26-000004 filed by SITTNER & NELSON, 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 5,440 shares
    Change vs previous 13F +85 shares

    1.29% of the 13F portfolio, value $3,537,850.

    13F-HR 0001846138-26-000002 filed by SITTNER & NELSON, 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 5,355 shares
    Change vs previous 13F 0 shares

    1.31% of the 13F portfolio, value $3,698,271.

    13F-HR 0001846138-26-000001 filed by SITTNER & NELSON, 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 5,355 shares
    Change vs previous 13F -15 shares

    1.3% of the 13F portfolio, value $3,567,426.

    13F-HR 0001846138-25-000006 filed by SITTNER & NELSON, 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 5,370 shares
    Change vs previous 13F +1 shares

    1.33% of the 13F portfolio, value $3,317,604.

    13F-HR 0001846138-25-000003 filed by SITTNER & NELSON, 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 5,369 shares
    Change vs previous 13F +69 shares

    1.28% of the 13F portfolio, value $3,003,416.

    13F-HR 0001846138-25-000002 filed by SITTNER & NELSON, 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 5,300 shares
    Change vs previous 13F +132 shares

    1.35% of the 13F portfolio, value $3,106,224.

    13F-HR 0001846138-25-000001 filed by SITTNER & NELSON, 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 5,168 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,965,192.

    13F-HR 0001846138-24-000005 filed by SITTNER & NELSON, LLC
    Filed (acceptance time not in the bulk data set), ingested

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