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Disclosery

Wallace Capital Management Inc.: SPY position timeline

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

Wallace Capital Management Inc. held 2,205 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,205 shares
    Change vs previous 13F -847 shares

    0.18% of the 13F portfolio, value $1,646,665.

    13F-HR 0001420506-26-001833 filed by Wallace Capital Management Inc.
    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 3,052 shares
    Change vs previous 13F +185 shares

    0.23% of the 13F portfolio, value $1,984,870.

    13F-HR 0001420506-26-001102 filed by Wallace Capital Management Inc.
    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 2,867 shares
    Change vs previous 13F +690 shares

    0.24% of the 13F portfolio, value $1,955,099.

    13F-HR 0001420506-26-000544 filed by Wallace Capital Management Inc.
    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 2,177 shares
    Change vs previous 13F +30 shares

    0.18% of the 13F portfolio, value $1,450,307.

    13F-HR 0001420506-25-003337 filed by Wallace Capital Management Inc.
    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 2,147 shares
    Change vs previous 13F -1,206 shares

    0.18% of the 13F portfolio, value $1,326,555.

    13F-HR 0001420506-25-002156 filed by Wallace Capital Management Inc.
    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 3,353 shares
    Change vs previous 13F +415 shares

    0.24% of the 13F portfolio, value $1,875,663.

    13F-HR 0001420506-25-001250 filed by Wallace Capital Management Inc.
    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 2,938 shares
    Change vs previous 13F +120 shares

    0.24% of the 13F portfolio, value $1,721,932.

    13F-HR 0001420506-25-000603 filed by Wallace Capital Management Inc.
    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 2,818 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,616,884.

    13F-HR 0001420506-24-002547 filed by Wallace Capital Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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