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Disclosery

SPINNAKER TRUST: SPY position timeline

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

SPINNAKER TRUST held 36,911 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,911 shares
    Change vs previous 13F -21 shares

    1.34% of the 13F portfolio, value $27,564,027.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 36,932 shares
    Change vs previous 13F -46 shares

    1.33% of the 13F portfolio, value $24,018,357.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 36,978 shares
    Change vs previous 13F +322 shares

    1.35% of the 13F portfolio, value $25,216,038.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 36,656 shares
    Change vs previous 13F +22 shares

    1.35% of the 13F portfolio, value $24,419,494.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    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 36,634 shares
    Change vs previous 13F -2,335 shares

    1.36% of the 13F portfolio, value $22,634,317.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    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 38,969 shares
    Change vs previous 13F +312 shares

    1.42% of the 13F portfolio, value $21,798,869.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    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 38,657 shares
    Change vs previous 13F +6,983 shares

    1.43% of the 13F portfolio, value $22,656,095.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    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 31,674 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $18,173,274.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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