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Disclosery

Michels Family Financial, LLC: SPY position timeline

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

Michels Family Financial, LLC held 13,703 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,703 shares
    Change vs previous 13F +424 shares

    6.56% of the 13F portfolio, value $10,232,750.

    13F-HR 0001214659-26-010286 filed by Michels Family 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 13,279 shares
    Change vs previous 13F +297 shares

    6.23% of the 13F portfolio, value $8,635,959.

    13F-HR 0001214659-26-005035 filed by Michels Family 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 12,982 shares
    Change vs previous 13F +756 shares

    6.5% of the 13F portfolio, value $8,852,997.

    13F-HR 0001214659-26-002176 filed by Michels Family 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 12,226 shares
    Change vs previous 13F +642 shares

    6.34% of the 13F portfolio, value $8,144,904.

    13F-HR 0001214659-25-016133 filed by Michels Family 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 11,584 shares
    Change vs previous 13F +64 shares

    6.1% of the 13F portfolio, value $7,156,998.

    13F-HR 0001214659-25-010478 filed by Michels Family 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 11,520 shares
    Change vs previous 13F +813 shares

    5.83% of the 13F portfolio, value $6,444,132.

    13F-HR 0001214659-25-007892 filed by Michels Family 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 10,707 shares
    Change vs previous 13F not available

    5.74% of the 13F portfolio, value $6,275,159.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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