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AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP on SPY, newest first. How the timeline and the estimate are built.

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP held 29,741 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,741 shares
    Change vs previous 13F -451,731 shares

    17.44% of the 13F portfolio, value $22,150,642.

    13F-HR 0001951757-26-000970 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 481,472 shares
    Change vs previous 13F +488 shares

    18.62% of the 13F portfolio, value $30,455,728.

    13F-HR 0001951757-26-000545 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 480,984 shares
    Change vs previous 13F +27,658 shares

    19.41% of the 13F portfolio, value $31,226,089.

    13F-HR 0001951757-26-000003 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 453,326 shares
    Change vs previous 13F +52,149 shares

    18.4% of the 13F portfolio, value $31,674,169.

    13F-HR 0001951757-25-001171 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 401,177 shares
    Change vs previous 13F +8,391 shares

    19.23% of the 13F portfolio, value $29,846,796.

    13F-HR 0001951757-25-000630 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 392,786 shares
    Change vs previous 13F +22,473 shares

    20.02% of the 13F portfolio, value $27,252,122.

    13F-HR 0001951757-25-000290 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 370,313 shares
    Change vs previous 13F +17,739 shares

    21.06% of the 13F portfolio, value $29,574,247.

    13F-HR 0001951757-25-000055 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    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 352,574 shares
    Change vs previous 13F not available

    20.39% of the 13F portfolio, value $30,192,391.

    13F-HR 0001951757-24-001024 filed by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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