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Disclosery

Financial Advisory Group: SPY position timeline

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

Financial Advisory Group held 122,238 SPY shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 122,238 shares
    Change vs previous 13F -4,005 shares

    11.28% of the 13F portfolio, value $63,938,945.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 126,243 shares
    Change vs previous 13F -3,356 shares

    11.38% of the 13F portfolio, value $60,004,444.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 129,599 shares
    Change vs previous 13F -1,344 shares

    11.41% of the 13F portfolio, value $55,400,918.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 130,943 shares
    Change vs previous 13F -3,207 shares

    11.47% of the 13F portfolio, value $58,044,411.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 134,150 shares
    Change vs previous 13F -1,736 shares

    11.09% of the 13F portfolio, value $54,919,723.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 135,886 shares
    Change vs previous 13F -1,408 shares

    11.03% of the 13F portfolio, value $51,967,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 137,294 shares
    Change vs previous 13F -725 shares

    11.05% of the 13F portfolio, value $49,039,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 138,019 shares
    Change vs previous 13F not available

    11.06% of the 13F portfolio, value $52,068,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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