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Financial & Tax Architects, LLC: SPY position timeline

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

Financial & Tax Architects, LLC held 27,859 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,859 shares
    Change vs previous 13F -1,773 shares

    4.39% of the 13F portfolio, value $20,804,116.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 29,632 shares
    Change vs previous 13F -766 shares

    4.3% of the 13F portfolio, value $19,270,898.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 30,398 shares
    Change vs previous 13F -2,523 shares

    4.66% of the 13F portfolio, value $20,728,701.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 32,921 shares
    Change vs previous 13F +1,217 shares

    4.84% of the 13F portfolio, value $21,931,508.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 31,704 shares
    Change vs previous 13F -5,493 shares

    4.76% of the 13F portfolio, value $19,588,371.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 37,197 shares
    Change vs previous 13F -965 shares

    5.22% of the 13F portfolio, value $20,807,486.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 38,162 shares
    Change vs previous 13F +705 shares

    5.7% of the 13F portfolio, value $22,365,965.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, 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 37,457 shares
    Change vs previous 13F not available

    5.52% of the 13F portfolio, value $21,491,485.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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