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THOMAS STORY & SON LLC: SPY position timeline

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

THOMAS STORY & SON LLC held 275 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 275 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $209,723.

    13F-HR 0001505207-26-000004 filed by THOMAS STORY & SON LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 275 shares
    Change vs previous 13F +275 shares

    0.07% of the 13F portfolio, value $205,362.

    13F-HR 0001505207-26-000003 filed by THOMAS STORY & SON LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -325 shares

    13F-HR 0001505207-26-000002 filed by THOMAS STORY & SON LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 325 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $221,624.

    13F-HR 0001505207-26-000001 filed by THOMAS STORY & SON LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 325 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $216,509.

    13F-HR 0001505207-25-000012 filed by THOMAS STORY & SON LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 375 shares
    Change vs previous 13F -25 shares

    0.09% of the 13F portfolio, value $231,694.

    13F-HR 0001505207-25-000011 filed by THOMAS STORY & SON LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 400 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $223,756.

    13F-HR 0001505207-25-000005 filed by THOMAS STORY & SON LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 400 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $234,000.

    13F-HR 0001505207-25-000001 filed by THOMAS STORY & SON LLC
    Filed (acceptance time not in the bulk data set), ingested

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