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Disclosery

Gimbal Financial: SPY position timeline

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

Gimbal Financial held 662 SPY 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 662 shares
    Change vs previous 13F -115 shares

    0.31% of the 13F portfolio, value $494,312.

    13F-HR 0001835206-26-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 777 shares
    Change vs previous 13F -10 shares

    0.31% of the 13F portfolio, value $517,700.

    13F-HR 0001835206-25-000006 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 787 shares
    Change vs previous 13F +6 shares

    0.3% of the 13F portfolio, value $486,414.

    13F-HR 0001835206-25-000004 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 781 shares
    Change vs previous 13F -9 shares

    0.39% of the 13F portfolio, value $436,891.

    13F-HR 0001835206-25-000003 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 790 shares
    Change vs previous 13F +2 shares

    0.38% of the 13F portfolio, value $462,819.

    13F-HR 0001835206-25-000002 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 788 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $456,710.

    13F-HR 0001835206-24-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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