Skip to content
Disclosery

Fox Financial, Inc: SPYG position timeline

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

Fox Financial, Inc held 5,516 SPYG 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 5,516 shares
    Change vs previous 13F -246 shares

    0.46% of the 13F portfolio, value $656,289.

    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 5,762 shares
    Change vs previous 13F -100 shares

    0.46% of the 13F portfolio, value $564,159.

    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 5,862 shares
    Change vs previous 13F -12 shares

    0.5% of the 13F portfolio, value $625,477.

    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 5,874 shares
    Change vs previous 13F -403 shares

    0.49% of the 13F portfolio, value $613,892.

    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 6,277 shares
    Change vs previous 13F -30 shares

    0.51% of the 13F portfolio, value $598,324.

    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 6,307 shares
    Change vs previous 13F +105 shares

    0.48% of the 13F portfolio, value $506,894.

    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 6,202 shares
    Change vs previous 13F -691 shares

    0.49% of the 13F portfolio, value $545,158.

    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 6,893 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $571,706.

    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).