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Dean, Jacobson Financial Services, LLC: SPY position timeline

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

Dean, Jacobson Financial Services, LLC held 82,128 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,128 shares
    Change vs previous 13F -507 shares

    33.75% of the 13F portfolio, value $61,330,477.

    13F-HR 0001869456-26-000004 filed by Dean, Jacobson Financial Services, 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 82,635 shares
    Change vs previous 13F +1,479 shares

    33.02% of the 13F portfolio, value $53,741,024.

    13F-HR 0001869456-26-000002 filed by Dean, Jacobson Financial Services, 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 81,156 shares
    Change vs previous 13F +758 shares

    35.11% of the 13F portfolio, value $55,341,806.

    13F-HR 0001869456-26-000001 filed by Dean, Jacobson Financial Services, 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 80,398 shares
    Change vs previous 13F +1,127 shares

    38.92% of the 13F portfolio, value $53,559,297.

    13F-HR 0001869456-25-000006 filed by Dean, Jacobson Financial Services, 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 79,271 shares
    Change vs previous 13F -18,350 shares

    37.87% of the 13F portfolio, value $48,977,332.

    13F-HR 0001085146-25-005126 filed by Dean, Jacobson Financial Services, 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 97,621 shares
    Change vs previous 13F -2,527 shares

    42% of the 13F portfolio, value $54,608,105.

    13F-HR 0001085146-25-002378 filed by Dean, Jacobson Financial Services, 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 100,148 shares
    Change vs previous 13F -116 shares

    44.83% of the 13F portfolio, value $58,694,748.

    13F-HR 0001085146-25-000417 filed by Dean, Jacobson Financial Services, 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 100,264 shares
    Change vs previous 13F not available

    43.18% of the 13F portfolio, value $57,527,298.

    13F-HR 0001085146-24-005138 filed by Dean, Jacobson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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