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Disclosery

Norris Financial Group, LLC: SPY position timeline

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

Norris Financial Group, LLC held 42,106 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 42,106 shares
    Change vs previous 13F +173 shares

    12.51% of the 13F portfolio, value $31,443,458.

    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 41,933 shares
    Change vs previous 13F -21,802 shares

    8.9% of the 13F portfolio, value $27,270,466.

    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 63,735 shares
    Change vs previous 13F +3,621 shares

    14.77% of the 13F portfolio, value $43,462,333.

    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 60,114 shares
    Change vs previous 13F +13,649 shares

    14.62% of the 13F portfolio, value $40,046,779.

    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 46,465 shares
    Change vs previous 13F +348 shares

    11.76% of the 13F portfolio, value $28,708,432.

    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 46,117 shares
    Change vs previous 13F -15,269 shares

    12.04% of the 13F portfolio, value $25,797,416.

    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 61,386 shares
    Change vs previous 13F -367 shares

    16.9% of the 13F portfolio, value $35,977,133.

    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 61,753 shares
    Change vs previous 13F not available

    17.44% of the 13F portfolio, value $35,431,425.

    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).