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Disclosery

Elios Financial Group Inc.: SPY position timeline

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

Elios Financial Group Inc. held 17,301 SPY shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 17,301 shares
    Change vs previous 13F -1,039 shares

    4.85% of the 13F portfolio, value $10,690,448.

    13F-HR 0002035601-25-000003 filed by Elios Financial Group 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 18,340 shares
    Change vs previous 13F -881 shares

    5.06% of the 13F portfolio, value $10,259,954.

    13F-HR 0002035601-25-000002 filed by Elios Financial Group 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 19,221 shares
    Change vs previous 13F -581 shares

    5.33% of the 13F portfolio, value $11,265,328.

    13F-HR 0002035601-25-000001 filed by Elios Financial Group 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 19,802 shares
    Change vs previous 13F not available

    5.24% of the 13F portfolio, value $11,361,807.

    13F-HR 0001674020-24-000008 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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