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Disclosery

Erickson Financial Group, LLC: SPYD position timeline

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

Erickson Financial Group, LLC held 9,523 SPYD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,523 shares
    Change vs previous 13F +339 shares

    0.24% of the 13F portfolio, value $454,342.

    13F-HR 0001951757-26-001068 filed by Erickson Financial Group, 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 9,184 shares
    Change vs previous 13F +50 shares

    0.26% of the 13F portfolio, value $418,056.

    13F-HR 0001951757-26-000542 filed by Erickson Financial Group, 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 9,134 shares
    Change vs previous 13F +174 shares

    0.24% of the 13F portfolio, value $395,046.

    13F-HR 0001951757-26-000237 filed by Erickson Financial Group, 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 8,960 shares
    Change vs previous 13F +212 shares

    0.25% of the 13F portfolio, value $394,240.

    13F-HR 0001951757-25-001223 filed by Erickson Financial Group, 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 8,748 shares
    Change vs previous 13F -158 shares

    0.25% of the 13F portfolio, value $371,265.

    13F-HR 0001951757-25-001069 filed by Erickson Financial Group, 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 8,906 shares
    Change vs previous 13F +223 shares

    0.29% of the 13F portfolio, value $394,180.

    13F-HR 0001951757-25-000366 filed by Erickson Financial Group, 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 8,683 shares
    Change vs previous 13F -1,076 shares

    0.27% of the 13F portfolio, value $375,453.

    13F-HR 0001951757-25-000155 filed by Erickson Financial Group, 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 9,759 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $445,498.

    13F-HR 0001951757-24-001191 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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