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Disclosery

SPINNAKER TRUST: SPYX position timeline

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

SPINNAKER TRUST held 455,027 SPYX 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 455,027 shares
    Change vs previous 13F +22,966 shares

    1.35% of the 13F portfolio, value $27,802,168.

    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 432,061 shares
    Change vs previous 13F +4,211 shares

    1.27% of the 13F portfolio, value $22,912,188.

    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 427,850 shares
    Change vs previous 13F +3,679 shares

    1.29% of the 13F portfolio, value $24,040,875.

    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 424,171 shares
    Change vs previous 13F +125,227 shares

    1.29% of the 13F portfolio, value $23,265,770.

    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 298,944 shares
    Change vs previous 13F -2,301 shares

    0.92% of the 13F portfolio, value $15,225,218.

    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 301,245 shares
    Change vs previous 13F +3,609 shares

    0.9% of the 13F portfolio, value $13,781,959.

    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 297,636 shares
    Change vs previous 13F -4,728 shares

    0.9% of the 13F portfolio, value $14,331,173.

    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 302,364 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $14,286,699.

    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).