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BRIAN LOW FINANCIAL GROUP, LLC: SPY position timeline

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

BRIAN LOW FINANCIAL GROUP, LLC held 1,530 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,530 shares
    Change vs previous 13F +139 shares

    0.67% of the 13F portfolio, value $1,142,558.

    13F-HR 0002079080-26-000003 filed by BRIAN LOW FINANCIAL GROUP, 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 1,391 shares
    Change vs previous 13F -40 shares

    0.61% of the 13F portfolio, value $904,623.

    13F-HR 0002079080-26-000002 filed by BRIAN LOW FINANCIAL GROUP, 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 1,431 shares
    Change vs previous 13F -105 shares

    0.69% of the 13F portfolio, value $975,828.

    13F-HR 0002079080-26-000001 filed by BRIAN LOW FINANCIAL GROUP, 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 1,536 shares
    Change vs previous 13F +266 shares

    0.79% of the 13F portfolio, value $1,023,252.

    13F-HR 0002079080-25-000002 filed by BRIAN LOW FINANCIAL GROUP, 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 1,270 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $784,670.

    13F-HR 0001843867-25-000009 filed by BRIAN LOW FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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