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Equita Financial Network, Inc.: SPY position timeline

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

Equita Financial Network, Inc. held 4,909 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 4,909 shares
    Change vs previous 13F +363 shares

    1.02% of the 13F portfolio, value $3,665,894.

    13F-HR 0002063364-26-000228 filed by Equita Financial Network, Inc.
    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 4,546 shares
    Change vs previous 13F -3 shares

    0.93% of the 13F portfolio, value $2,956,446.

    13F-HR 0002063364-26-000116 filed by Equita Financial Network, Inc.
    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 4,549 shares
    Change vs previous 13F -45 shares

    0.93% of the 13F portfolio, value $3,102,054.

    13F-HR 0002063364-26-000037 filed by Equita Financial Network, Inc.
    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 4,594 shares
    Change vs previous 13F -8 shares

    1.03% of the 13F portfolio, value $3,060,471.

    13F-HR 0002063364-25-000260 filed by Equita Financial Network, Inc.
    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 4,602 shares
    Change vs previous 13F +304 shares

    1.13% of the 13F portfolio, value $2,843,346.

    13F-HR 0002063364-25-000177 filed by Equita Financial Network, Inc.
    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 4,298 shares
    Change vs previous 13F +35 shares

    0.84% of the 13F portfolio, value $2,404,258.

    13F-HR 0002063364-25-000043 filed by Equita Financial Network, Inc.
    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 4,263 shares
    Change vs previous 13F +12 shares

    0.9% of the 13F portfolio, value $2,498,459.

    13F-HR 0001994461-25-000003 filed by Equita Financial Network, Inc.
    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 4,251 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,439,000.

    13F-HR 0001994461-24-000011 filed by Equita Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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