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Steele Capital Management, Inc.: SPYI position timeline

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

Steele Capital Management, Inc. held 173,620 SPYI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,620 shares
    Change vs previous 13F +11,707 shares

    0.34% of the 13F portfolio, value $9,217,486.

    13F-HR 0001646695-26-000003 filed by Steele Capital 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 161,913 shares
    Change vs previous 13F +1,723 shares

    0.33% of the 13F portfolio, value $7,993,645.

    13F-HR 0001646695-26-000002 filed by Steele Capital 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 160,190 shares
    Change vs previous 13F +34,185 shares

    0.36% of the 13F portfolio, value $8,414,781.

    13F-HR 0001646695-26-000001 filed by Steele Capital 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 126,005 shares
    Change vs previous 13F +33,145 shares

    0.29% of the 13F portfolio, value $6,590,062.

    13F-HR 0001646695-25-000005 filed by Steele Capital 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 92,860 shares
    Change vs previous 13F +11,460 shares

    0.22% of the 13F portfolio, value $4,672,716.

    13F-HR 0001646695-25-000004 filed by Steele Capital 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 81,400 shares
    Change vs previous 13F +51,900 shares

    0.2% of the 13F portfolio, value $3,898,246.

    13F-HR 0001646695-25-000003 filed by Steele Capital 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 29,500 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,499,190.

    13F-HR 0001646695-25-000001 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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