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Disclosery

Whitford Management LLC: SPY position timeline

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

Whitford Management LLC held 60,466 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 60,466 shares
    Change vs previous 13F +80 shares

    40.31% of the 13F portfolio, value $45,154,441.

    13F-HR 0001957726-26-000004 filed by Whitford 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 ended2026-03-31
    13F 60,386 shares
    Change vs previous 13F +20,927 shares

    40.13% of the 13F portfolio, value $39,271,645.

    13F-HR 0001957726-26-000002 filed by Whitford 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 ended2025-12-31
    13F 39,459 shares
    Change vs previous 13F +8 shares

    27.36% of the 13F portfolio, value $26,907,867.

    13F-HR 0001957726-26-000001 filed by Whitford 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 ended2025-09-30
    13F 39,451 shares
    Change vs previous 13F -1,349 shares

    26.45% of the 13F portfolio, value $26,281,284.

    13F-HR 0001957726-25-000002 filed by Whitford 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 ended2025-06-30
    13F 40,800 shares
    Change vs previous 13F +600 shares

    26.75% of the 13F portfolio, value $25,208,280.

    13F-HR 0001085146-25-005202 filed by Whitford 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 ended2025-03-31
    13F 40,200 shares
    Change vs previous 13F -163,116 shares

    28.79% of the 13F portfolio, value $22,487,478.

    13F-HR 0001085146-25-003187 filed by Whitford 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 ended2024-12-31
    13F 203,316 shares
    Change vs previous 13F -25,963 shares

    35.22% of the 13F portfolio, value $119,159,441.

    13F-HR 0001085146-25-001580 filed by Whitford 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 ended2024-09-30
    13F 229,279 shares
    Change vs previous 13F not available

    74.73% of the 13F portfolio, value $131,551,119.

    13F-HR 0001085146-24-005762 filed by Whitford Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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