BROWN, LISLE/CUMMINGS, INC. EMHC — SPDR SERIES TRUST

Ownership history in BROWN, LISLE/CUMMINGS, INC.  ·  3 quarters on record

AI Ownership Summary

BROWN, LISLE/CUMMINGS, INC. reported SPDR SERIES TRUST (EMHC) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows EMHC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EMHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROWN, LISLE/CUMMINGS, INC.'s position in SPDR SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

EMHC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BROWN, LISLE/CUMMINGS, INC. held EMHC — position size vs. price
% of Fund (quarterly)    EMHC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,236 +88 +7.7% 0.01% $30K 2026-10-16 $24.04
2026 Q2 ADDED — — — 1,148 +614 +115.0% 0.01% $29K 2026-09-02 $24.62
2026 Q1 INITIATED — — — 534 — — 0.00% $13K 2026-04-20 $24.77

FAQ About BROWN, LISLE/CUMMINGS, INC. and EMHC

These are the practical questions this page is built to answer before you even open the full history table.

How long has BROWN, LISLE/CUMMINGS, INC. reported owning EMHC?

BROWN, LISLE/CUMMINGS, INC. reported EMHC across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported EMHC position in BROWN, LISLE/CUMMINGS, INC.'s portfolio?

The largest reported portfolio weight for EMHC was 0.01% in 2026 Q2.

What is the latest reported EMHC position on this page?

The most recent filing on this page is 2026 Q3, when BROWN, LISLE/CUMMINGS, INC. reported 1,236 shares, equal to 0.01% of portfolio, with an estimated market value of $30K.

What does the chart on this EMHC ownership page compare?

The chart compares BROWN, LISLE/CUMMINGS, INC.'s quarterly EMHC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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