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626 Financial, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 626 Financial, LLC on SPY, newest first. How the timeline and the estimate are built.

626 Financial, LLC held 1,253 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,253 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $935,653.

    13F-HR 0001951757-26-001069 filed by 626 Financial, 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 1,253 shares
    Change vs previous 13F -400 shares

    0.36% of the 13F portfolio, value $814,712.

    13F-HR 0001951757-26-000723 filed by 626 Financial, 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 1,653 shares
    Change vs previous 13F +1 shares

    0.49% of the 13F portfolio, value $1,126,897.

    13F-HR 0001951757-26-000373 filed by 626 Financial, 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 1,652 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,100,756.

    13F-HR 0001951757-25-001344 filed by 626 Financial, 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/A 1,652 shares
    Change vs previous 13F +25 shares

    0.48% of the 13F portfolio, value $1,020,774.

    13F-HR/A 0001951757-25-001014 filed by 626 Financial, 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 1,627 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $910,078.

    13F-HR 0001951757-25-000288 filed by 626 Financial, 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 1,627 shares
    Change vs previous 13F +1 shares

    0.51% of the 13F portfolio, value $953,363.

    13F-HR 0001951757-25-000015 filed by 626 Financial, 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 1,626 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $933,197.

    13F-HR 0001951757-24-001022 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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