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Disclosery

Sterneck Capital Management, LLC: SPY position timeline

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

Sterneck Capital Management, LLC held 10,881 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,881 shares
    Change vs previous 13F -39 shares

    3.48% of the 13F portfolio, value $8,125,631.

    13F-HR 0001438574-26-000003 filed by Sterneck Capital Management, LLC
    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 10,920 shares
    Change vs previous 13F +444 shares

    3.19% of the 13F portfolio, value $7,101,564.

    13F-HR 0001438574-26-000002 filed by Sterneck Capital Management, LLC
    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 10,476 shares
    Change vs previous 13F +644 shares

    3.22% of the 13F portfolio, value $7,143,621.

    13F-HR 0001438574-26-000001 filed by Sterneck Capital Management, LLC
    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 9,832 shares
    Change vs previous 13F +141 shares

    3.05% of the 13F portfolio, value $6,549,585.

    13F-HR 0001438574-25-000009 filed by Sterneck Capital Management, LLC
    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 9,691 shares
    Change vs previous 13F +775 shares

    3.04% of the 13F portfolio, value $5,987,806.

    13F-HR 0001438574-25-000003 filed by Sterneck Capital Management, LLC
    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 8,916 shares
    Change vs previous 13F +128 shares

    2.7% of the 13F portfolio, value $4,987,597.

    13F-HR 0001438574-25-000002 filed by Sterneck Capital Management, LLC
    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 8,788 shares
    Change vs previous 13F +16 shares

    2.78% of the 13F portfolio, value $5,150,417.

    13F-HR 0001438574-25-000001 filed by Sterneck Capital Management, LLC
    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 8,772 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $5,032,846.

    13F-HR 0001438574-24-000007 filed by Sterneck Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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