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Disclosery

Family Legacy Financial Solutions, LLC: SPY position timeline

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

Family Legacy Financial Solutions, LLC held 856 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 856 shares
    Change vs previous 13F +1 shares

    0.38% of the 13F portfolio, value $652,930.

    13F-HR 0002076068-26-000004 filed by Family Legacy Financial Solutions, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 855 shares
    Change vs previous 13F -211 shares

    0.39% of the 13F portfolio, value $638,235.

    13F-HR 0002076068-26-000003 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,066 shares
    Change vs previous 13F -953 shares

    0.57% of the 13F portfolio, value $698,834.

    13F-HR 0002076068-26-000002 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,019 shares
    Change vs previous 13F -13 shares

    1.06% of the 13F portfolio, value $1,377,000.

    13F-HR 0002076068-26-000001 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,032 shares
    Change vs previous 13F -4 shares

    1.04% of the 13F portfolio, value $1,353,652.

    13F-HR 0002076068-25-000002 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,036 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,258,062.

    13F-HR 0002076068-25-000001 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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