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Disclosery

DHK Financial Advisors, Inc.: SPY position timeline

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

DHK Financial Advisors, Inc. held 10,782 SPY shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 10,782 shares
    Change vs previous 13F -7,784 shares

    3.84% of the 13F portfolio, value $6,680,728.

    13F-HR 0001951757-25-001088 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 18,566 shares
    Change vs previous 13F +8,889 shares

    5.71% of the 13F portfolio, value $10,416,908.

    13F-HR 0001951757-25-000296 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 9,677 shares
    Change vs previous 13F +766 shares

    3.45% of the 13F portfolio, value $5,690,378.

    13F-HR 0001951757-25-000097 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,911 shares
    Change vs previous 13F +7,238 shares

    3.14% of the 13F portfolio, value $5,128,331.

    13F-HR 0001951757-24-001112 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,673 shares
    Change vs previous 13F -809 shares

    0.64% of the 13F portfolio, value $913,230.

    13F-HR 0001951757-24-000726 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 2,482 shares
    Change vs previous 13F +2,482 shares

    0.92% of the 13F portfolio, value $1,302,202.

    13F-HR 0001951757-24-000445 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001951757-23-000666 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.