Skip to content
Disclosery

Stegner Investment Associates Inc.: SPY position timeline

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

Stegner Investment Associates Inc. held 1,236 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,236 shares
    Change vs previous 13F +1 shares

    0.44% of the 13F portfolio, value $942,506.

    13F-HR 0001907433-26-000005 filed by Stegner Investment Associates Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,235 shares
    Change vs previous 13F +1 shares

    0.44% of the 13F portfolio, value $922,111.

    13F-HR 0001907433-26-000003 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,234 shares
    Change vs previous 13F +1 shares

    0.44% of the 13F portfolio, value $802,363.

    13F-HR 0001907433-26-000002 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,233 shares
    Change vs previous 13F -39 shares

    0.45% of the 13F portfolio, value $840,519.

    13F-HR 0001907433-26-000001 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,272 shares
    Change vs previous 13F +1 shares

    0.46% of the 13F portfolio, value $847,627.

    13F-HR 0001907433-25-000004 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,271 shares
    Change vs previous 13F +1 shares

    0.48% of the 13F portfolio, value $785,368.

    13F-HR 0001907433-25-000002 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,270 shares
    Change vs previous 13F +2 shares

    0.5% of the 13F portfolio, value $710,277.

    13F-HR 0001172661-25-001573 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,268 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $743,322.

    13F-HR 0001172661-25-000529 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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