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Disclosery

Sunbelt Securities, Inc.: SPY position timeline

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

Sunbelt Securities, Inc. held 23,457 SPY shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 23,457 shares
    Change vs previous 13F +198 shares

    0.96% of the 13F portfolio, value $15,254,719.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 23,259 shares
    Change vs previous 13F -344 shares

    1.06% of the 13F portfolio, value $15,860,866.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 23,603 shares
    Change vs previous 13F +9,729 shares

    1.09% of the 13F portfolio, value $15,724,070.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 13,874 shares
    Change vs previous 13F -1,609 shares

    0.72% of the 13F portfolio, value $8,131,519.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 15,483 shares
    Change vs previous 13F +1,609 shares

    0.77% of the 13F portfolio, value $8,661,063.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 13,874 shares
    Change vs previous 13F -388 shares

    0.72% of the 13F portfolio, value $8,161,211.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 14,262 shares
    Change vs previous 13F +2,101 shares

    0.8% of the 13F portfolio, value $8,182,774.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 12,161 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,618,514.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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