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PACIFIC FINANCIAL GROUP INC: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PACIFIC FINANCIAL GROUP INC on SPYM, newest first. How the timeline and the estimate are built.

PACIFIC FINANCIAL GROUP INC held 18,015 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,015 shares
    Change vs previous 13F +11,179 shares

    0.76% of the 13F portfolio, value $1,583,139.

    13F-HR 0001214659-26-010064 filed by PACIFIC FINANCIAL GROUP 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 6,836 shares
    Change vs previous 13F +6,836 shares

    0.28% of the 13F portfolio, value $523,227.

    13F-HR 0001214659-26-006146 filed by PACIFIC FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -10,589 shares

    13F-HR 0001214659-25-010671 filed by PACIFIC FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 10,589 shares
    Change vs previous 13F -4,459 shares

    0.56% of the 13F portfolio, value $696,341.

    13F-HR 0001214659-25-006244 filed by PACIFIC FINANCIAL GROUP INC
    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 15,048 shares
    Change vs previous 13F -5,620 shares

    0.77% of the 13F portfolio, value $1,037,414.

    13F-HR 0001214659-25-002735 filed by PACIFIC FINANCIAL GROUP INC
    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 20,668 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,395,297.

    13F-HR 0001214659-24-018813 filed by PACIFIC FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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