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Disclosery

Stockman Wealth Management, Inc.: SPY position timeline

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

Stockman Wealth Management, Inc. held 277 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 277 shares
    Change vs previous 13F -64 shares

    0.02% of the 13F portfolio, value $206,856.

    13F-HR 0001389400-26-000010 filed by Stockman Wealth 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 341 shares
    Change vs previous 13F -46 shares

    0.02% of the 13F portfolio, value $221,766.

    13F-HR 0001389400-26-000005 filed by Stockman Wealth 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/A 387 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $263,904.

    13F-HR/A 0001389400-26-000004 filed by Stockman Wealth 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 404 shares
    Change vs previous 13F -5 shares

    0.03% of the 13F portfolio, value $269,137.

    13F-HR 0001389400-25-000010 filed by Stockman Wealth 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 409 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $252,701.

    13F-HR 0001389400-25-000006 filed by Stockman Wealth 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 409 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $228,791.

    13F-HR 0001389400-25-000005 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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