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Disclosery

Norris Financial Group, LLC: RSP position timeline

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

Norris Financial Group, LLC held 1,216 RSP 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 1,216 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $258,728.

    13F-HR 0002129318-26-000029 filed by Norris 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 1,216 shares
    Change vs previous 13F -891 shares

    0.08% of the 13F portfolio, value $233,375.

    13F-HR 0002129318-26-000002 filed by Norris 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 2,107 shares
    Change vs previous 13F -53 shares

    0.14% of the 13F portfolio, value $403,617.

    13F-HR 0002129318-26-000003 filed by Norris 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 2,160 shares
    Change vs previous 13F -145 shares

    0.15% of the 13F portfolio, value $409,779.

    13F-HR 0002129318-26-000004 filed by Norris 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 2,305 shares
    Change vs previous 13F -353 shares

    0.17% of the 13F portfolio, value $418,911.

    13F-HR 0002129318-26-000005 filed by Norris 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 2,658 shares
    Change vs previous 13F -7,419 shares

    0.21% of the 13F portfolio, value $460,445.

    13F-HR 0002129318-26-000006 filed by Norris 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 10,077 shares
    Change vs previous 13F -34,815 shares

    0.83% of the 13F portfolio, value $1,765,793.

    13F-HR 0002129318-26-000007 filed by Norris 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 44,892 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $8,042,851.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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