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JSF Financial, LLC: SPY position timeline

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

JSF Financial, LLC held 5,073 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,073 shares
    Change vs previous 13F +2,357 shares

    0.61% of the 13F portfolio, value $3,788,281.

    13F-HR 0001802224-26-000010 filed by JSF 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 2,716 shares
    Change vs previous 13F -38 shares

    0.35% of the 13F portfolio, value $1,766,489.

    13F-HR 0001802224-26-000006 filed by JSF 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 2,754 shares
    Change vs previous 13F -119 shares

    0.39% of the 13F portfolio, value $1,877,691.

    13F-HR 0001802224-26-000002 filed by JSF 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 2,873 shares
    Change vs previous 13F -3 shares

    0.42% of the 13F portfolio, value $1,913,847.

    13F-HR 0001802224-25-000012 filed by JSF 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 2,876 shares
    Change vs previous 13F -756 shares

    0.42% of the 13F portfolio, value $1,777,048.

    13F-HR 0001802224-25-000010 filed by JSF 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 3,632 shares
    Change vs previous 13F -483 shares

    0.54% of the 13F portfolio, value $2,031,510.

    13F-HR 0001802224-25-000005 filed by JSF 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 4,115 shares
    Change vs previous 13F +200 shares

    0.64% of the 13F portfolio, value $2,411,775.

    13F-HR 0001802224-25-000003 filed by JSF 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 3,915 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,246,032.

    13F-HR 0001802224-24-000014 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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