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Disclosery

Strategic Equity Management: SPY position timeline

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

Strategic Equity Management held 32,397 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,397 shares
    Change vs previous 13F -3,836 shares

    8.12% of the 13F portfolio, value $24,193,290.

    13F-HR 0001843578-26-000005 filed by Strategic Equity Management
    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 36,233 shares
    Change vs previous 13F -945 shares

    8.86% of the 13F portfolio, value $23,563,972.

    13F-HR 0001843578-26-000003 filed by Strategic Equity Management
    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 37,178 shares
    Change vs previous 13F -2,849 shares

    8.6% of the 13F portfolio, value $25,352,511.

    13F-HR 0001843578-26-000001 filed by Strategic Equity Management
    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 40,027 shares
    Change vs previous 13F -2,308 shares

    9.88% of the 13F portfolio, value $26,664,974.

    13F-HR 0001843578-25-000008 filed by Strategic Equity Management
    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 42,335 shares
    Change vs previous 13F -10,273 shares

    9.62% of the 13F portfolio, value $26,156,675.

    13F-HR 0001843578-25-000006 filed by Strategic Equity Management
    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 52,608 shares
    Change vs previous 13F +898 shares

    12.37% of the 13F portfolio, value $29,428,165.

    13F-HR 0001843578-25-000003 filed by Strategic Equity Management
    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 51,710 shares
    Change vs previous 13F +2,965 shares

    12.77% of the 13F portfolio, value $30,306,443.

    13F-HR 0001843578-25-000002 filed by Strategic Equity Management
    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 48,745 shares
    Change vs previous 13F not available

    13.26% of the 13F portfolio, value $27,968,216.

    13F-HR 0001843578-24-000006 filed by Strategic Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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