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Constant Guidance Financial LLC: SPY position timeline

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

Constant Guidance Financial LLC held 38,397 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,397 shares
    Change vs previous 13F -6,054 shares

    18.01% of the 13F portfolio, value $28,673,638.

    13F-HR 0001995383-26-000005 filed by Constant Guidance 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 44,451 shares
    Change vs previous 13F -7,952 shares

    19.99% of the 13F portfolio, value $28,908,420.

    13F-HR 0001995383-26-000004 filed by Constant Guidance 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 52,403 shares
    Change vs previous 13F +5,564 shares

    25.14% of the 13F portfolio, value $35,734,816.

    13F-HR 0001995383-26-000003 filed by Constant Guidance Financial 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 46,839 shares
    Change vs previous 13F +28,430 shares

    24.91% of the 13F portfolio, value $31,203,356.

    13F-HR 0001995383-25-000005 filed by Constant Guidance Financial 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 18,409 shares
    Change vs previous 13F -1,368 shares

    11.44% of the 13F portfolio, value $11,374,000.

    13F-HR 0001995383-25-000003 filed by Constant Guidance Financial LLC
    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 19,777 shares
    Change vs previous 13F +1,769 shares

    13.92% of the 13F portfolio, value $11,063,132.

    13F-HR 0001995383-25-000002 filed by Constant Guidance Financial LLC
    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 18,008 shares
    Change vs previous 13F -12,732 shares

    9.09% of the 13F portfolio, value $10,554,236.

    13F-HR 0001995383-25-000001 filed by Constant Guidance Financial LLC
    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 30,740 shares
    Change vs previous 13F not available

    14.43% of the 13F portfolio, value $17,637,619.

    13F-HR 0001995383-24-000006 filed by Constant Guidance Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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