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Disclosery

Norris Financial Group, LLC: SPYD position timeline

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

Norris Financial Group, LLC held 7,118 SPYD 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 7,118 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $339,600.

    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 7,118 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $324,011.

    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 7,118 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $307,854.

    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 7,118 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $313,192.

    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 7,118 shares
    Change vs previous 13F -640 shares

    0.12% of the 13F portfolio, value $302,088.

    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 7,758 shares
    Change vs previous 13F -873 shares

    0.16% of the 13F portfolio, value $343,369.

    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 8,631 shares
    Change vs previous 13F +235 shares

    0.18% of the 13F portfolio, value $373,204.

    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 8,396 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $383,277.

    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).