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BROGAN FINANCIAL, INC.: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROGAN FINANCIAL, INC. on SPYM, newest first. How the timeline and the estimate are built.

BROGAN FINANCIAL, INC. held 81,365 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,365 shares
    Change vs previous 13F +2,334 shares

    2.87% of the 13F portfolio, value $7,150,317.

    13F-HR 0001889918-26-000005 filed by BROGAN FINANCIAL, 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 79,031 shares
    Change vs previous 13F +183 shares

    2.66% of the 13F portfolio, value $6,049,053.

    13F-HR 0001889918-26-000003 filed by BROGAN FINANCIAL, 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 78,848 shares
    Change vs previous 13F +4,920 shares

    2.76% of the 13F portfolio, value $6,325,161.

    13F-HR 0001889918-26-000001 filed by BROGAN FINANCIAL, 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 73,928 shares
    Change vs previous 13F +3,487 shares

    2.47% of the 13F portfolio, value $5,791,534.

    13F-HR 0001889918-25-000005 filed by BROGAN FINANCIAL, 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 70,441 shares
    Change vs previous 13F +3,162 shares

    2.29% of the 13F portfolio, value $5,120,357.

    13F-HR 0001085146-25-004712 filed by BROGAN FINANCIAL, 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 67,279 shares
    Change vs previous 13F +2,017 shares

    2.15% of the 13F portfolio, value $4,424,275.

    13F-HR 0001085146-25-002604 filed by BROGAN FINANCIAL, 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 65,262 shares
    Change vs previous 13F +53,418 shares

    2.2% of the 13F portfolio, value $4,499,136.

    13F-HR 0001085146-25-001266 filed by BROGAN FINANCIAL, 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 11,844 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $799,593.

    13F-HR 0001994220-24-000026 filed by BROGAN FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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