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Disclosery

Integrated Financial Solutions, Inc.: SPY position timeline

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

Integrated Financial Solutions, Inc. held 4,858 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,858 shares
    Change vs previous 13F -153 shares

    1.9% of the 13F portfolio, value $3,705,186.

    13F-HR 0002085853-26-001139 filed by Integrated Financial Solutions, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,011 shares
    Change vs previous 13F -198 shares

    2.02% of the 13F portfolio, value $3,741,941.

    13F-HR 0002085853-26-000757 filed by Integrated Financial Solutions, 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 5,209 shares
    Change vs previous 13F +3 shares

    2.35% of the 13F portfolio, value $3,387,695.

    13F-HR 0002085853-26-000340 filed by Integrated Financial Solutions, 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 5,206 shares
    Change vs previous 13F +395 shares

    2.53% of the 13F portfolio, value $3,550,105.

    13F-HR 0002085853-26-000070 filed by Integrated Financial Solutions, 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/A 4,811 shares
    Change vs previous 13F -22 shares

    2.21% of the 13F portfolio, value $3,205,263.

    13F-HR/A 0002085853-26-000044 filed by Integrated Financial Solutions, 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 4,833 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $2,985,863.

    13F-HR 0002085853-26-000043 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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