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Disclosery

Annapolis Financial Services, LLC: SPY position timeline

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

Annapolis Financial Services, LLC held 1,892 SPY shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 1,892 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,085,554.

    13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 1,892 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,029,665.

    13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 1,892 shares
    Change vs previous 13F -2,296 shares

    0.33% of the 13F portfolio, value $989,649.

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 4,188 shares
    Change vs previous 13F -213 shares

    0.5% of the 13F portfolio, value $1,990,599.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 4,401 shares
    Change vs previous 13F +1,036 shares

    0.54% of the 13F portfolio, value $1,881,340.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 3,365 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,491,638.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 3,365 shares
    Change vs previous 13F +39 shares

    0.42% of the 13F portfolio, value $1,377,598.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 3,326 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,271,962.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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