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Disclosery

Intrua Financial, LLC: SPY position timeline

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

Intrua Financial, LLC held 11,773 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,773 shares
    Change vs previous 13F -1,408 shares

    0.83% of the 13F portfolio, value $8,791,508.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 13,181 shares
    Change vs previous 13F -2,675 shares

    0.92% of the 13F portfolio, value $8,572,182.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 15,856 shares
    Change vs previous 13F +136 shares

    1.19% of the 13F portfolio, value $10,812,579.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 15,720 shares
    Change vs previous 13F +3,561 shares

    1.23% of the 13F portfolio, value $10,472,124.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 12,159 shares
    Change vs previous 13F +2,547 shares

    1.08% of the 13F portfolio, value $7,512,439.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 9,612 shares
    Change vs previous 13F +626 shares

    0.84% of the 13F portfolio, value $5,376,919.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 8,986 shares
    Change vs previous 13F +921 shares

    0.86% of the 13F portfolio, value $5,266,701.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 8,065 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $4,627,484.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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