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Madrona Financial Services, LLC: SPY position timeline

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

Madrona Financial Services, LLC held 4,451 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,451 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $3,324,053.

    13F-HR 0001578370-26-000004 filed by Madrona Financial Services, 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 4,451 shares
    Change vs previous 13F -481 shares

    0.63% of the 13F portfolio, value $2,894,747.

    13F-HR 0001578370-26-000003 filed by Madrona Financial Services, 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 4,932 shares
    Change vs previous 13F -1 shares

    0.72% of the 13F portfolio, value $3,363,231.

    13F-HR 0001578370-26-000002 filed by Madrona Financial Services, 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 4,933 shares
    Change vs previous 13F -129 shares

    0.73% of the 13F portfolio, value $3,286,267.

    13F-HR 0001578370-25-000007 filed by Madrona Financial Services, 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 5,062 shares
    Change vs previous 13F +574 shares

    0.75% of the 13F portfolio, value $3,127,558.

    13F-HR 0001578370-25-000005 filed by Madrona Financial Services, 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 4,488 shares
    Change vs previous 13F -64 shares

    0.69% of the 13F portfolio, value $2,510,543.

    13F-HR 0001578370-25-000004 filed by Madrona Financial Services, 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 4,552 shares
    Change vs previous 13F -191 shares

    0.73% of the 13F portfolio, value $2,667,837.

    13F-HR 0001578370-25-000001 filed by Madrona Financial Services, 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 4,743 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,721,345.

    13F-HR 0001578370-24-000007 filed by Madrona Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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