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Fi3 FINANCIAL ADVISORS, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fi3 FINANCIAL ADVISORS, LLC on SPY, newest first. How the timeline and the estimate are built.

Fi3 FINANCIAL ADVISORS, LLC held 3,643 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,643 shares
    Change vs previous 13F -22,345 shares

    0.08% of the 13F portfolio, value $333,845.

    13F-HR 0001765380-26-000392 filed by Fi3 FINANCIAL ADVISORS, 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 25,988 shares
    Change vs previous 13F +317 shares

    4.89% of the 13F portfolio, value $16,947,856.

    13F-HR 0001765380-26-000182 filed by Fi3 FINANCIAL ADVISORS, 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 25,671 shares
    Change vs previous 13F -561 shares

    5.37% of the 13F portfolio, value $17,556,857.

    13F-HR 0001765380-26-000070 filed by Fi3 FINANCIAL ADVISORS, 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 26,232 shares
    Change vs previous 13F -581 shares

    5.92% of the 13F portfolio, value $17,523,050.

    13F-HR 0001765380-25-000477 filed by Fi3 FINANCIAL ADVISORS, 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 26,813 shares
    Change vs previous 13F -275 shares

    5.99% of the 13F portfolio, value $16,613,523.

    13F-HR 0001765380-25-000372 filed by Fi3 FINANCIAL ADVISORS, 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 27,088 shares
    Change vs previous 13F -1,051 shares

    6.15% of the 13F portfolio, value $15,152,668.

    13F-HR 0001765380-25-000210 filed by Fi3 FINANCIAL ADVISORS, 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 28,139 shares
    Change vs previous 13F -633 shares

    6.2% of the 13F portfolio, value $16,546,769.

    13F-HR 0001765380-25-000076 filed by Fi3 FINANCIAL ADVISORS, 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 28,772 shares
    Change vs previous 13F not available

    6.56% of the 13F portfolio, value $16,508,040.

    13F-HR 0001765380-24-000445 filed by Fi3 FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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