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Disclosery

Global Financial Private Client, LLC: SPY position timeline

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

Global Financial Private Client, LLC held 24,304 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,304 shares
    Change vs previous 13F +1,816 shares

    4.92% of the 13F portfolio, value $18,149,840.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, LLC
    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 22,488 shares
    Change vs previous 13F +296 shares

    4.79% of the 13F portfolio, value $14,625,132.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, LLC
    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 22,192 shares
    Change vs previous 13F -10 shares

    5.3% of the 13F portfolio, value $15,133,455.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, LLC
    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 22,202 shares
    Change vs previous 13F +2,707 shares

    5.27% of the 13F portfolio, value $14,790,796.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, LLC
    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 19,495 shares
    Change vs previous 13F +168 shares

    4.52% of the 13F portfolio, value $12,045,222.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, LLC
    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 19,327 shares
    Change vs previous 13F -1,163 shares

    4.13% of the 13F portfolio, value $10,811,709.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, LLC
    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 20,490 shares
    Change vs previous 13F -215 shares

    4.5% of the 13F portfolio, value $12,009,162.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, LLC
    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 20,705 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $11,880,063.

    13F-HR 0002023568-24-000027 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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