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Bedel Financial Consulting, Inc.: SPY position timeline

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

Bedel Financial Consulting, Inc. held 19,763 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,763 shares
    Change vs previous 13F +432 shares

    1.42% of the 13F portfolio, value $14,758,767.

    13F-HR 0001765380-26-000237 filed by Bedel Financial Consulting, Inc.
    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 19,331 shares
    Change vs previous 13F +271 shares

    1.45% of the 13F portfolio, value $12,571,496.

    13F-HR 0001765380-26-000143 filed by Bedel Financial Consulting, Inc.
    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 19,060 shares
    Change vs previous 13F -335 shares

    1.4% of the 13F portfolio, value $12,997,541.

    13F-HR 0001765380-26-000047 filed by Bedel Financial Consulting, Inc.
    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 19,395 shares
    Change vs previous 13F -93 shares

    1.65% of the 13F portfolio, value $12,920,665.

    13F-HR 0001765380-25-000442 filed by Bedel Financial Consulting, Inc.
    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 19,488 shares
    Change vs previous 13F -25 shares

    1.64% of the 13F portfolio, value $12,040,675.

    13F-HR 0001765380-25-000339 filed by Bedel Financial Consulting, Inc.
    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 19,513 shares
    Change vs previous 13F +1,267 shares

    1.56% of the 13F portfolio, value $10,903,877.

    13F-HR 0001765380-25-000177 filed by Bedel Financial Consulting, Inc.
    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 18,246 shares
    Change vs previous 13F +283 shares

    1.53% of the 13F portfolio, value $11,024,609.

    13F-HR 0001765380-25-000052 filed by Bedel Financial Consulting, Inc.
    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 17,963 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $10,306,519.

    13F-HR 0001765380-24-000437 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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