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TruNorth Capital Management, LLC: SPY position timeline

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

TruNorth Capital Management, LLC held 14,591 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,591 shares
    Change vs previous 13F -68 shares

    1.74% of the 13F portfolio, value $11,127,629.

    13F-HR 0002085853-26-001165 filed by TruNorth Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,659 shares
    Change vs previous 13F +4,317 shares

    1.76% of the 13F portfolio, value $10,946,561.

    13F-HR 0002085853-26-000809 filed by TruNorth 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 ended2026-03-31
    13F 10,342 shares
    Change vs previous 13F -23 shares

    1.29% of the 13F portfolio, value $6,725,747.

    13F-HR 0002085853-26-000462 filed by TruNorth 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 ended2025-12-31
    13F 10,365 shares
    Change vs previous 13F +2 shares

    1.34% of the 13F portfolio, value $7,068,150.

    13F-HR 0002085853-26-000243 filed by TruNorth 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 ended2025-09-30
    13F 10,363 shares
    Change vs previous 13F -23 shares

    1.37% of the 13F portfolio, value $6,903,877.

    13F-HR 0001639695-25-000010 filed by TruNorth 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 ended2025-06-30
    13F 10,386 shares
    Change vs previous 13F -148 shares

    1.43% of the 13F portfolio, value $6,416,773.

    13F-HR 0001908158-25-000005 filed by TruNorth 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 ended2025-03-31
    13F 10,534 shares
    Change vs previous 13F +5,670 shares

    1.46% of the 13F portfolio, value $5,892,503.

    13F-HR 0001639695-25-000004 filed by TruNorth 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 ended2024-12-31
    13F 4,864 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,850,859.

    13F-HR 0001639695-25-000001 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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