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Disclosery

North Capital, Inc.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North Capital, Inc. on SPY, newest first. How the timeline and the estimate are built.

North Capital, Inc. held 5,734 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,734 shares
    Change vs previous 13F -743 shares

    3.23% of the 13F portfolio, value $4,281,812.

    13F-HR 0002065938-26-000004 filed by North Capital, Inc.
    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 6,477 shares
    Change vs previous 13F +121 shares

    3.57% of the 13F portfolio, value $4,212,426.

    13F-HR 0002065938-26-000003 filed by North Capital, Inc.
    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/A 6,356 shares
    Change vs previous 13F -80 shares

    3.74% of the 13F portfolio, value $4,334,565.

    13F-HR/A 0002065938-26-000002 filed by North Capital, Inc.
    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 6,436 shares
    Change vs previous 13F +6 shares

    3.32% of the 13F portfolio, value $4,287,235.

    13F-HR 0002065938-25-000005 filed by North Capital, Inc.
    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 6,430 shares
    Change vs previous 13F +105 shares

    3.43% of the 13F portfolio, value $3,972,954.

    13F-HR 0002065938-25-000002 filed by North Capital, Inc.
    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 6,325 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $3,538,351.

    13F-HR 0002065938-25-000001 filed by North Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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