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Gladwyn Financial Advisors, Inc.: SPY position timeline

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

Gladwyn Financial Advisors, Inc. held 2,726 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,726 shares
    Change vs previous 13F -36 shares

    1.33% of the 13F portfolio, value $2,079,138.

    13F-HR 0002078684-26-000004 filed by Gladwyn Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,762 shares
    Change vs previous 13F +23 shares

    1.29% of the 13F portfolio, value $2,062,746.

    13F-HR 0002078684-26-000003 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,739 shares
    Change vs previous 13F -932 shares

    1.24% of the 13F portfolio, value $1,781,237.

    13F-HR 0002078684-26-000002 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,671 shares
    Change vs previous 13F -1,120 shares

    1.76% of the 13F portfolio, value $2,503,554.

    13F-HR 0002078684-26-000001 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,791 shares
    Change vs previous 13F +23 shares

    2.29% of the 13F portfolio, value $3,191,423.

    13F-HR 0002078684-25-000003 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,768 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $2,945,903.

    13F-HR 0002078684-25-000001 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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