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Disclosery

DEFINE FINANCIAL, LLC: SPY position timeline

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

DEFINE FINANCIAL, LLC held 1,983 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,983 shares
    Change vs previous 13F +5 shares

    0.68% of the 13F portfolio, value $1,481,057.

    13F-HR 0001754960-26-000479 filed by DEFINE 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 1,978 shares
    Change vs previous 13F +5 shares

    0.7% of the 13F portfolio, value $1,286,554.

    13F-HR 0001754960-26-000258 filed by DEFINE 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 1,973 shares
    Change vs previous 13F -36 shares

    0.76% of the 13F portfolio, value $1,345,147.

    13F-HR 0001754960-26-000035 filed by DEFINE 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 2,009 shares
    Change vs previous 13F +5 shares

    0.8% of the 13F portfolio, value $1,338,493.

    13F-HR 0001754960-25-000674 filed by DEFINE 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 2,004 shares
    Change vs previous 13F +52 shares

    0.82% of the 13F portfolio, value $1,237,958.

    13F-HR 0001754960-25-000382 filed by DEFINE 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 1,952 shares
    Change vs previous 13F -300 shares

    0.79% of the 13F portfolio, value $1,042,035.

    13F-HR 0001754960-25-000197 filed by DEFINE 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 2,252 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,319,639.

    13F-HR 0001754960-25-000021 filed by DEFINE FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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