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Disclosery

Mainsail Financial Group, LLC: SPY position timeline

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

Mainsail Financial Group, LLC held 35,003 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,003 shares
    Change vs previous 13F +3,344 shares

    8.88% of the 13F portfolio, value $26,139,544.

    13F-HR 0001961290-26-000003 filed by Mainsail Financial Group, 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 31,659 shares
    Change vs previous 13F +2,026 shares

    8.58% of the 13F portfolio, value $20,589,079.

    13F-HR 0001961290-26-000002 filed by Mainsail Financial Group, 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 29,633 shares
    Change vs previous 13F +217 shares

    8.41% of the 13F portfolio, value $20,207,167.

    13F-HR 0001961290-26-000001 filed by Mainsail Financial Group, 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 29,416 shares
    Change vs previous 13F +423 shares

    8.43% of the 13F portfolio, value $19,596,320.

    13F-HR 0001961290-25-000005 filed by Mainsail Financial Group, 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 28,993 shares
    Change vs previous 13F +400 shares

    8.4% of the 13F portfolio, value $18,037,974.

    13F-HR 0001085146-25-003952 filed by Mainsail Financial Group, 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 28,593 shares
    Change vs previous 13F +1,594 shares

    9.06% of the 13F portfolio, value $15,994,739.

    13F-HR 0001085146-25-002107 filed by Mainsail Financial Group, 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 26,999 shares
    Change vs previous 13F +670 shares

    9.17% of the 13F portfolio, value $15,823,586.

    13F-HR 0001085146-25-000534 filed by Mainsail Financial Group, 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 26,329 shares
    Change vs previous 13F not available

    9.02% of the 13F portfolio, value $15,195,380.

    13F-HR 0001085146-24-005059 filed by Mainsail Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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