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Disclosery

Oldfather Financial Services, LLC: SPY position timeline

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

Oldfather Financial Services, LLC held 25,775 SPY shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 25,775 shares
    Change vs previous 13F -183 shares

    5.23% of the 13F portfolio, value $17,576,560.

    13F-HR 0001775530-26-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 25,958 shares
    Change vs previous 13F -44 shares

    5.39% of the 13F portfolio, value $17,292,472.

    13F-HR 0001775530-25-000009 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 26,002 shares
    Change vs previous 13F -285 shares

    5.52% of the 13F portfolio, value $16,065,337.

    13F-HR 0001775530-25-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 26,287 shares
    Change vs previous 13F +249 shares

    5.58% of the 13F portfolio, value $14,704,891.

    13F-HR 0001775530-25-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 26,038 shares
    Change vs previous 13F -233 shares

    5.81% of the 13F portfolio, value $15,260,368.

    13F-HR 0001775530-25-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 26,271 shares
    Change vs previous 13F -29 shares

    5.8% of the 13F portfolio, value $15,073,423.

    13F-HR 0001775530-24-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 26,300 shares
    Change vs previous 13F -176 shares

    5.87% of the 13F portfolio, value $14,313,058.

    13F-HR 0001775530-24-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 26,476 shares
    Change vs previous 13F not available

    5.7% of the 13F portfolio, value $13,849,051.

    13F-HR 0001775530-24-000002 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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