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Disclosery

Flaharty Asset Management, LLC: SPY position timeline

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

Flaharty Asset Management, LLC held 827 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 827 shares
    Change vs previous 13F -3,155 shares

    0.88% of the 13F portfolio, value $615,717.

    13F-HR 0001420506-26-001202 filed by Flaharty Asset Management, 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 3,982 shares
    Change vs previous 13F -180 shares

    0.32% of the 13F portfolio, value $2,589,427.

    13F-HR 0001420506-26-000797 filed by Flaharty Asset Management, 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 4,162 shares
    Change vs previous 13F -39 shares

    0.35% of the 13F portfolio, value $2,838,267.

    13F-HR 0001420506-26-000194 filed by Flaharty Asset Management, 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 4,201 shares
    Change vs previous 13F -139 shares

    0.36% of the 13F portfolio, value $2,798,744.

    13F-HR 0001420506-25-002978 filed by Flaharty Asset Management, 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/A 4,340 shares
    Change vs previous 13F -173 shares

    0.37% of the 13F portfolio, value $2,681,604.

    13F-HR/A 0001420506-25-003061 filed by Flaharty Asset Management, 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 4,513 shares
    Change vs previous 13F -426 shares

    0.36% of the 13F portfolio, value $2,524,405.

    13F-HR 0001420506-25-001330 filed by Flaharty Asset Management, 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 4,939 shares
    Change vs previous 13F -331 shares

    0.42% of the 13F portfolio, value $2,894,843.

    13F-HR 0001420506-25-000148 filed by Flaharty Asset Management, 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 5,270 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,023,717.

    13F-HR 0001420506-24-002140 filed by Flaharty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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