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Disclosery

DBK Financial Counsel, LLC: SPY position timeline

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

DBK Financial Counsel, LLC held 11,805 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,805 shares
    Change vs previous 13F -24 shares

    7.23% of the 13F portfolio, value $9,003,011.

    13F-HR 0001904822-26-000004 filed by DBK Financial Counsel, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,829 shares
    Change vs previous 13F 0 shares

    7.41% of the 13F portfolio, value $8,833,651.

    13F-HR 0001904822-26-000003 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,829 shares
    Change vs previous 13F -97 shares

    5.82% of the 13F portfolio, value $7,692,922.

    13F-HR 0001904822-26-000002 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,926 shares
    Change vs previous 13F -48 shares

    6.25% of the 13F portfolio, value $8,132,577.

    13F-HR 0001904822-26-000001 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,974 shares
    Change vs previous 13F -70 shares

    6.71% of the 13F portfolio, value $7,976,790.

    13F-HR 0001904822-25-000005 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,044 shares
    Change vs previous 13F -158 shares

    6.73% of the 13F portfolio, value $7,441,294.

    13F-HR 0001904822-25-000004 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,202 shares
    Change vs previous 13F -137 shares

    6.84% of the 13F portfolio, value $6,825,548.

    13F-HR 0001904822-25-000003 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,339 shares
    Change vs previous 13F not available

    7.29% of the 13F portfolio, value $7,231,455.

    13F-HR 0001904822-25-000001 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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