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Disclosery

Trust Co of the South: SPY position timeline

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

Trust Co of the South held 4,935 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,935 shares
    Change vs previous 13F +100 shares

    0.52% of the 13F portfolio, value $3,685,310.

    13F-HR 0002008165-26-000003 filed by Trust Co of the South
    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 4,835 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $3,144,394.

    13F-HR 0002008165-26-000002 filed by Trust Co of the South
    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 4,835 shares
    Change vs previous 13F -110 shares

    0.53% of the 13F portfolio, value $3,297,083.

    13F-HR 0002008165-26-000001 filed by Trust Co of the South
    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 4,945 shares
    Change vs previous 13F -5,832 shares

    0.55% of the 13F portfolio, value $3,294,260.

    13F-HR 0002008165-25-000006 filed by Trust Co of the South
    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 10,777 shares
    Change vs previous 13F +45 shares

    1.18% of the 13F portfolio, value $6,658,569.

    13F-HR 0002008165-25-000004 filed by Trust Co of the South
    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 10,732 shares
    Change vs previous 13F -20,620 shares

    1.25% of the 13F portfolio, value $6,003,373.

    13F-HR 0002008165-25-000003 filed by Trust Co of the South
    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 31,352 shares
    Change vs previous 13F -197 shares

    3.74% of the 13F portfolio, value $18,374,780.

    13F-HR 0002008165-25-000001 filed by Trust Co of the South
    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 31,549 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $18,101,554.

    13F-HR 0002008165-24-000006 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

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