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Disclosery

Telos Capital Management, Inc.: SPY position timeline

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

Telos Capital Management, Inc. held 4,110 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,110 shares
    Change vs previous 13F +355 shares

    0.27% of the 13F portfolio, value $3,068,873.

    13F-HR 0001567889-26-000004 filed by Telos Capital 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 3,755 shares
    Change vs previous 13F -542 shares

    0.23% of the 13F portfolio, value $2,441,953.

    13F-HR 0001567889-26-000002 filed by Telos Capital 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 4,297 shares
    Change vs previous 13F +1,206 shares

    0.27% of the 13F portfolio, value $2,930,479.

    13F-HR 0001567889-26-000001 filed by Telos Capital 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 3,091 shares
    Change vs previous 13F +1,040 shares

    0.2% of the 13F portfolio, value $2,058,934.

    13F-HR 0001567889-25-000005 filed by Telos Capital 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 2,051 shares
    Change vs previous 13F +52 shares

    0.13% of the 13F portfolio, value $1,267,182.

    13F-HR 0001567889-25-000004 filed by Telos Capital 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 1,999 shares
    Change vs previous 13F +130 shares

    0.12% of the 13F portfolio, value $1,118,070.

    13F-HR 0001567889-25-000003 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,869 shares
    Change vs previous 13F +155 shares

    0.12% of the 13F portfolio, value $1,095,599.

    13F-HR 0001567889-25-000001 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,714 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $983,564.

    13F-HR 0001567889-24-000004 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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