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TRADITION CAPITAL MANAGEMENT LLC: SPY position timeline

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

TRADITION CAPITAL MANAGEMENT LLC held 30,410 SPY shares at 2019-03-31 per its 13F-HR filed 2019-05-07.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 30,410 shares
    Change vs previous 13F +3,145 shares

    2.33% of the 13F portfolio, value $8,590,000.

    13F-HR 0001166385-19-000004 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-12-31
    13F 27,265 shares
    Change vs previous 13F +1,993 shares

    2.13% of the 13F portfolio, value $6,814,000.

    13F-HR 0001166385-19-000002 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-09-30
    13F 25,272 shares
    Change vs previous 13F -507 shares

    1.92% of the 13F portfolio, value $7,347,000.

    13F-HR 0001166385-18-000008 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-06-30
    13F 25,779 shares
    Change vs previous 13F +568 shares

    1.99% of the 13F portfolio, value $6,993,000.

    13F-HR 0001166385-18-000006 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-03-31
    13F 25,211 shares
    Change vs previous 13F -178 shares

    1.9% of the 13F portfolio, value $6,634,000.

    13F-HR 0001166385-18-000004 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-12-31
    13F 25,389 shares
    Change vs previous 13F +16,245 shares

    1.84% of the 13F portfolio, value $6,775,000.

    13F-HR 0001166385-18-000002 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-09-30
    13F 9,144 shares
    Change vs previous 13F -159 shares

    0.74% of the 13F portfolio, value $2,297,000.

    13F-HR 0001580642-17-005876 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-06-30
    13F 9,303 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,249,000.

    13F-HR 0001580642-17-004300 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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