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Hapanowicz & Associates Financial Services, Inc: SPY position timeline

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

Hapanowicz & Associates Financial Services, Inc held 59,158 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,158 shares
    Change vs previous 13F +346 shares

    13.74% of the 13F portfolio, value $44,176,864.

    13F-HR 0001695959-26-000003 filed by Hapanowicz & Associates Financial Services, 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 58,812 shares
    Change vs previous 13F +1,845 shares

    15.21% of the 13F portfolio, value $38,247,567.

    13F-HR 0001695959-26-000002 filed by Hapanowicz & Associates Financial Services, 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 56,967 shares
    Change vs previous 13F +884 shares

    15.22% of the 13F portfolio, value $38,847,557.

    13F-HR 0001695959-26-000001 filed by Hapanowicz & Associates Financial Services, 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 56,083 shares
    Change vs previous 13F +1,232 shares

    17.25% of the 13F portfolio, value $37,361,511.

    13F-HR 0001695959-25-000003 filed by Hapanowicz & Associates Financial Services, 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 54,851 shares
    Change vs previous 13F +215 shares

    17.12% of the 13F portfolio, value $33,891,148.

    13F-HR 0001085146-25-004522 filed by Hapanowicz & Associates Financial Services, 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 54,636 shares
    Change vs previous 13F +4,566 shares

    17.02% of the 13F portfolio, value $30,564,015.

    13F-HR 0001085146-25-002373 filed by Hapanowicz & Associates Financial Services, 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 50,070 shares
    Change vs previous 13F +10,759 shares

    14.74% of the 13F portfolio, value $29,345,574.

    13F-HR 0001085146-25-000681 filed by Hapanowicz & Associates Financial Services, 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 39,311 shares
    Change vs previous 13F not available

    11.36% of the 13F portfolio, value $22,555,079.

    13F-HR 0001085146-24-005231 filed by Hapanowicz & Associates Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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