VAUGHAN DAVID INVESTMENTS LLC/IL: SPY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VAUGHAN DAVID INVESTMENTS LLC/IL on SPY, newest first. How the timeline and the estimate are built.
VAUGHAN DAVID INVESTMENTS LLC/IL held 2,633 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,633 sharesChange vs previous 13F +25 shares
0.04% of the 13F portfolio, value $1,966,000.
13F-HR 0001063571-26-000004 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,608 sharesChange vs previous 13F -793 shares
0.04% of the 13F portfolio, value $1,696,000.
13F-HR 0001063571-26-000003 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,401 sharesChange vs previous 13F -183 shares
0.05% of the 13F portfolio, value $2,319,000.
13F-HR 0001063571-26-000001 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,584 sharesChange vs previous 13F +223 shares
0.05% of the 13F portfolio, value $2,388,000.
13F-HR 0001063571-25-000006 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,361 sharesChange vs previous 13F +453 shares
0.05% of the 13F portfolio, value $2,077,000.
13F-HR 0001063571-25-000004 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,908 sharesChange vs previous 13F +98 shares
0.04% of the 13F portfolio, value $1,627,000.
13F-HR 0001063571-25-000003 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,810 sharesChange vs previous 13F +170 shares
0.04% of the 13F portfolio, value $1,647,000.
13F-HR 0001063571-25-000002 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,640 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,515,000.
13F-HR 0001063571-24-000006 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).