Skip to content
Disclosery

Fox Financial, Inc: SPTM position timeline

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

Fox Financial, Inc held 301,615 SPTM 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 301,615 shares
    Change vs previous 13F -2,033 shares

    19.07% of the 13F portfolio, value $27,383,591.

    13F-HR 0002085853-26-000928 filed by Fox Financial, Inc
    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 303,648 shares
    Change vs previous 13F -1,251 shares

    19.59% of the 13F portfolio, value $24,006,430.

    13F-HR 0002085853-26-000575 filed by Fox Financial, Inc
    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 304,899 shares
    Change vs previous 13F -3,431 shares

    20.06% of the 13F portfolio, value $25,154,392.

    13F-HR 0002085853-26-000221 filed by Fox Financial, Inc
    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 308,330 shares
    Change vs previous 13F -3,330 shares

    19.79% of the 13F portfolio, value $24,866,848.

    13F-HR 0002085853-25-000239 filed by Fox Financial, Inc
    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 311,660 shares
    Change vs previous 13F +2,475 shares

    19.73% of the 13F portfolio, value $23,340,255.

    13F-HR 0001667731-25-001063 filed by Fox Financial, Inc
    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 309,185 shares
    Change vs previous 13F +2,676 shares

    19.79% of the 13F portfolio, value $21,027,705.

    13F-HR 0001667731-25-000459 filed by Fox Financial, Inc
    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 306,509 shares
    Change vs previous 13F -12,417 shares

    19.78% of the 13F portfolio, value $21,893,916.

    13F-HR 0001667731-25-000111 filed by Fox Financial, Inc
    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 318,926 shares
    Change vs previous 13F not available

    19.48% of the 13F portfolio, value $22,343,966.

    13F-HR 0002004131-24-000004 filed by Fox Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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