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ALM First Financial Advisors, LLC: SPY position timeline

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

ALM First Financial Advisors, LLC held 33,293 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,293 shares
    Change vs previous 13F +9,820 shares

    4.01% of the 13F portfolio, value $25,390,241.

    13F-HR 0001950054-26-000012 filed by ALM First Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,473 shares
    Change vs previous 13F +4,472 shares

    2.95% of the 13F portfolio, value $17,528,932.

    13F-HR 0001950054-26-000007 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,001 shares
    Change vs previous 13F +16,032 shares

    2.22% of the 13F portfolio, value $12,357,110.

    13F-HR 0001950054-26-000005 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,969 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,019,975.

    13F-HR 0001950054-26-000002 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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