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Disclosery

Calder Financial LLC: SPY position timeline

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

Calder Financial LLC held 4,635 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,635 shares
    Change vs previous 13F -607 shares

    3.26% of the 13F portfolio, value $3,461,071.

    13F-HR 0001754960-26-000408 filed by Calder Financial 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 5,242 shares
    Change vs previous 13F +613 shares

    3.41% of the 13F portfolio, value $3,434,822.

    13F-HR 0001754960-26-000206 filed by Calder Financial 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 4,629 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $3,156,474.

    13F-HR 0001754960-26-000106 filed by Calder Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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