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Disclosery

Halter Ferguson Financial Inc.: SPY position timeline

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

Halter Ferguson Financial Inc. held 36,400 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,400 shares
    Change vs previous 13F +10,513 shares

    4.43% of the 13F portfolio, value $27,182,720.

    13F-HR 0001842665-26-000005 filed by Halter Ferguson 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 25,887 shares
    Change vs previous 13F -517 shares

    3.72% of the 13F portfolio, value $16,835,487.

    13F-HR 0001842665-26-000002 filed by Halter Ferguson 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/A 26,404 shares
    Change vs previous 13F +925 shares

    3.97% of the 13F portfolio, value $18,005,416.

    13F-HR/A 0001842665-26-000003 filed by Halter Ferguson 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 25,479 shares
    Change vs previous 13F +3,347 shares

    4.12% of the 13F portfolio, value $16,973,601.

    13F-HR 0001085146-25-005868 filed by Halter Ferguson 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 22,132 shares
    Change vs previous 13F +18,889 shares

    5.04% of the 13F portfolio, value $13,674,257.

    13F-HR 0001085146-25-003763 filed by Halter Ferguson 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 3,243 shares
    Change vs previous 13F -60 shares

    0.99% of the 13F portfolio, value $1,814,102.

    13F-HR 0001085146-25-002873 filed by Halter Ferguson 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 3,303 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,935,823.

    13F-HR 0001085146-25-000960 filed by Halter Ferguson 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 3,303 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,895,130.

    13F-HR 0001085146-24-005665 filed by Halter Ferguson Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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