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Northern Financial Advisors Inc: SPY position timeline

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

Northern Financial Advisors Inc held 17,225 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,225 shares
    Change vs previous 13F +358 shares

    8.51% of the 13F portfolio, value $12,863,616.

    13F-HR 0001962457-26-000003 filed by Northern Financial Advisors 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 16,867 shares
    Change vs previous 13F +5,996 shares

    8% of the 13F portfolio, value $10,969,649.

    13F-HR 0001962457-26-000002 filed by Northern Financial Advisors 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 10,871 shares
    Change vs previous 13F -12,461 shares

    8.48% of the 13F portfolio, value $7,414,166.

    13F-HR 0001962457-26-000001 filed by Northern Financial Advisors 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 23,332 shares
    Change vs previous 13F +4,863 shares

    8.16% of the 13F portfolio, value $15,543,643.

    13F-HR 0001962457-25-000002 filed by Northern Financial Advisors 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 18,469 shares
    Change vs previous 13F -178 shares

    8.57% of the 13F portfolio, value $11,411,851.

    13F-HR 0001085146-25-004111 filed by Northern Financial Advisors 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 18,647 shares
    Change vs previous 13F -46 shares

    8.61% of the 13F portfolio, value $10,431,531.

    13F-HR 0001085146-25-002644 filed by Northern Financial Advisors Inc
    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 18,693 shares
    Change vs previous 13F -1,353 shares

    8.75% of the 13F portfolio, value $10,955,840.

    13F-HR 0001085146-25-000621 filed by Northern Financial Advisors Inc
    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 20,046 shares
    Change vs previous 13F not available

    8.73% of the 13F portfolio, value $11,501,575.

    13F-HR 0001085146-24-005214 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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