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Disclosery

Mustard Seed Financial, LLC: SPY position timeline

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

Mustard Seed Financial, LLC held 553 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 553 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $412,997.

    13F-HR 0001172661-26-003101 filed by Mustard Seed 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 553 shares
    Change vs previous 13F +37 shares

    0.22% of the 13F portfolio, value $359,654.

    13F-HR 0001172661-26-001541 filed by Mustard Seed 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 516 shares
    Change vs previous 13F +4 shares

    0.22% of the 13F portfolio, value $351,871.

    13F-HR 0001172661-26-000292 filed by Mustard Seed 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 512 shares
    Change vs previous 13F +7 shares

    0.22% of the 13F portfolio, value $341,085.

    13F-HR 0001172661-25-004333 filed by Mustard Seed 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 505 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $312,015.

    13F-HR 0001172661-25-002638 filed by Mustard Seed 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 504 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $281,933.

    13F-HR 0001172661-25-001695 filed by Mustard Seed 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 504 shares
    Change vs previous 13F +5 shares

    0.24% of the 13F portfolio, value $295,385.

    13F-HR 0001172661-25-000252 filed by Mustard Seed Financial, 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 499 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $286,307.

    13F-HR 0001172661-24-004253 filed by Mustard Seed Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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