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Disclosery

Kirkwood Financial Services: SPY position timeline

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

Kirkwood Financial Services held 117,959 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,959 shares
    Change vs previous 13F +3,601 shares

    25.18% of the 13F portfolio, value $88,102,009.

    13F-HR 0001214659-26-010835 filed by Kirkwood Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  2. period ended2026-03-31
    13F 114,358 shares
    Change vs previous 13F +3,031 shares

    25.47% of the 13F portfolio, value $74,310,283.

    13F-HR 0001214659-26-011749 filed by Kirkwood Financial Services
    Accepted , ingested

  3. period ended2025-12-31
    13F 111,327 shares
    Change vs previous 13F +3,580 shares

    26.53% of the 13F portfolio, value $75,801,169.

    13F-HR 0001214659-26-011747 filed by Kirkwood Financial Services
    Accepted , ingested

  4. period ended2025-09-30
    13F 107,747 shares
    Change vs previous 13F not available

    26.58% of the 13F portfolio, value $71,807,888.

    13F-HR 0001214659-26-011794 filed by Kirkwood Financial Services
    Accepted , ingested