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Disclosery

SPINNAKER TRUST: SPYM position timeline

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

SPINNAKER TRUST held 2,312,710 SPYM 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 2,312,710 shares
    Change vs previous 13F +44,884 shares

    9.87% of the 13F portfolio, value $203,240,959.

    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 2,267,826 shares
    Change vs previous 13F +101,149 shares

    9.61% of the 13F portfolio, value $173,579,412.

    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 2,166,677 shares
    Change vs previous 13F +41,590 shares

    9.3% of the 13F portfolio, value $173,810,820.

    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 2,125,087 shares
    Change vs previous 13F +71,854 shares

    9.24% of the 13F portfolio, value $166,479,279.

    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 2,053,233 shares
    Change vs previous 13F +51,616 shares

    8.98% of the 13F portfolio, value $149,249,507.

    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 2,001,617 shares
    Change vs previous 13F +195,203 shares

    8.59% of the 13F portfolio, value $131,626,334.

    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 1,806,414 shares
    Change vs previous 13F +1,008,858 shares

    7.85% of the 13F portfolio, value $124,534,181.

    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 797,556 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $53,843,006.

    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).