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Marmo Financial Group, LLC: SPY position timeline

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

Marmo Financial Group, LLC held 49,866 SPY shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 49,866 shares
    Change vs previous 13F -734 shares

    16.06% of the 13F portfolio, value $32,430,634.

    13F-HR 0001172661-26-001528 filed by Marmo 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 ended2025-12-31
    13F 50,600 shares
    Change vs previous 13F -851 shares

    16.33% of the 13F portfolio, value $34,505,221.

    13F-HR 0001172661-26-000442 filed by Marmo 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 ended2025-09-30
    13F 51,451 shares
    Change vs previous 13F -6,021 shares

    16.6% of the 13F portfolio, value $34,275,865.

    13F-HR 0001172661-25-004419 filed by Marmo 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 ended2025-06-30
    13F 57,472 shares
    Change vs previous 13F +585 shares

    17.69% of the 13F portfolio, value $35,509,392.

    13F-HR 0001172661-25-002629 filed by Marmo 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 ended2025-03-31
    13F 56,887 shares
    Change vs previous 13F +201 shares

    17.41% of the 13F portfolio, value $31,822,261.

    13F-HR 0001172661-25-001500 filed by Marmo 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 ended2024-12-31
    13F 56,686 shares
    Change vs previous 13F -963 shares

    17.94% of the 13F portfolio, value $33,225,639.

    13F-HR 0001172661-25-000334 filed by Marmo 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 ended2024-09-30
    13F 57,649 shares
    Change vs previous 13F -11,604 shares

    17.65% of the 13F portfolio, value $33,076,677.

    13F-HR 0001172661-24-004351 filed by Marmo 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 ended2024-06-30
    13F 69,253 shares
    Change vs previous 13F not available

    22.78% of the 13F portfolio, value $37,689,019.

    13F-HR 0001172661-24-002862 filed by Marmo Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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