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Financial Council, LLC: SPY position timeline

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

Financial Council, LLC held 3,592 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,592 shares
    Change vs previous 13F +356 shares

    0.87% of the 13F portfolio, value $2,682,590.

    13F-HR 0001883629-26-000005 filed by Financial Council, 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 3,236 shares
    Change vs previous 13F +591 shares

    0.81% of the 13F portfolio, value $2,104,631.

    13F-HR 0001883629-26-000003 filed by Financial Council, 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 2,645 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,803,815.

    13F-HR 0001883629-26-000001 filed by Financial Council, 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 2,645 shares
    Change vs previous 13F -39 shares

    0.78% of the 13F portfolio, value $1,762,180.

    13F-HR 0001883629-25-000004 filed by Financial Council, 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 2,684 shares
    Change vs previous 13F +2 shares

    0.8% of the 13F portfolio, value $1,658,434.

    13F-HR 0001085146-25-003994 filed by Financial Council, 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 2,682 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $1,500,396.

    13F-HR 0001085146-25-002093 filed by Financial Council, 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 2,682 shares
    Change vs previous 13F +10 shares

    0.81% of the 13F portfolio, value $1,571,984.

    13F-HR 0001085146-25-000849 filed by Financial Council, 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 2,672 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,533,202.

    13F-HR 0001883629-24-000008 filed by Financial Council, LLC
    Filed (acceptance time not in the bulk data set), ingested

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