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THOMASPARTNERS, INC.: SPY position timeline

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

THOMASPARTNERS, INC. held 2,058 SPY shares at 2018-03-31 per its 13F-HR filed 2018-05-02.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 2,058 shares
    Change vs previous 13F +867 shares

    <0.01% of the 13F portfolio, value $542,000.

    13F-HR 0001085146-18-001212 filed by THOMASPARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-12-31
    13F 1,191 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $318,000.

    13F-HR 0001085146-18-000500 filed by THOMASPARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-09-30
    13F 1,164 shares
    Change vs previous 13F -24 shares

    <0.01% of the 13F portfolio, value $293,000.

    13F-HR 0001085146-17-002331 filed by THOMASPARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-06-30
    13F 1,188 shares
    Change vs previous 13F -1,075 shares

    <0.01% of the 13F portfolio, value $287,000.

    13F-HR 0001085146-17-001756 filed by THOMASPARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-03-31
    13F 2,263 shares
    Change vs previous 13F +904 shares

    <0.01% of the 13F portfolio, value $533,000.

    13F-HR 0001085146-17-001105 filed by THOMASPARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-12-31
    13F 1,359 shares
    Change vs previous 13F +208 shares

    <0.01% of the 13F portfolio, value $304,000.

    13F-HR 0001085146-17-000517 filed by THOMASPARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-09-30
    13F 1,151 shares
    Change vs previous 13F -121 shares

    <0.01% of the 13F portfolio, value $249,000.

    13F-HR 0001085146-16-004837 filed by THOMASPARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-06-30
    13F 1,272 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $266,000.

    13F-HR 0001085146-16-004211 filed by THOMASPARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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