Skip to content
Disclosery

Francis Financial, Inc.: SPY position timeline

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

Francis Financial, Inc. held 1,829 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,829 shares
    Change vs previous 13F +1,240 shares

    0.22% of the 13F portfolio, value $1,365,843.

    13F-HR 0001727514-26-000003 filed by Francis 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 589 shares
    Change vs previous 13F -62 shares

    0.07% of the 13F portfolio, value $383,051.

    13F-HR 0001727514-26-000002 filed by Francis 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 651 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $443,930.

    13F-HR 0001727514-26-000001 filed by Francis 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 651 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $433,684.

    13F-HR 0001727514-25-000003 filed by Francis 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 651 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $402,221.

    13F-HR 0001085146-25-004708 filed by Francis 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 651 shares
    Change vs previous 13F -34 shares

    0.09% of the 13F portfolio, value $364,163.

    13F-HR 0001085146-25-002986 filed by Francis 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 685 shares
    Change vs previous 13F -1,556 shares

    0.1% of the 13F portfolio, value $401,465.

    13F-HR 0001085146-25-001582 filed by Francis 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 2,241 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,285,797.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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