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Disclosery

Griffith & Werner, Inc.: SPY position timeline

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

Griffith & Werner, Inc. held 6,481 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,481 shares
    Change vs previous 13F +62 shares

    2.27% of the 13F portfolio, value $4,840,000.

    13F-HR 0001754960-26-000667 filed by Griffith & Werner, 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 6,419 shares
    Change vs previous 13F +74 shares

    2.07% of the 13F portfolio, value $4,174,411.

    13F-HR 0001754960-26-000347 filed by Griffith & Werner, 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 6,345 shares
    Change vs previous 13F -79 shares

    2.2% of the 13F portfolio, value $4,327,087.

    13F-HR 0001754960-26-000181 filed by Griffith & Werner, 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 6,424 shares
    Change vs previous 13F +454 shares

    2.27% of the 13F portfolio, value $4,377,875.

    13F-HR 0001754960-25-000769 filed by Griffith & Werner, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,970 shares
    Change vs previous 13F +2,164 shares

    2.08% of the 13F portfolio, value $3,339,800.

    13F-HR 0001754960-25-000182 filed by Griffith & Werner, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,806 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,230,636.

    13F-HR 0001754960-25-000151 filed by Griffith & Werner, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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