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PACIFIC FINANCIAL GROUP INC: SPYV position timeline

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

PACIFIC FINANCIAL GROUP INC held 90,666 SPYV 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 90,666 shares
    Change vs previous 13F -843 shares

    2.64% of the 13F portfolio, value $5,511,570.

    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 91,509 shares
    Change vs previous 13F -6,205 shares

    2.79% of the 13F portfolio, value $5,177,582.

    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 ended2025-12-31
    13F 97,714 shares
    Change vs previous 13F +12,407 shares

    3.09% of the 13F portfolio, value $5,551,154.

    13F-HR 0001214659-26-001837 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).

  4. period ended2025-09-30
    13F 85,307 shares
    Change vs previous 13F -2,386 shares

    3.5% of the 13F portfolio, value $4,720,058.

    13F-HR 0001214659-25-016248 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 ended2025-06-30
    13F 87,693 shares
    Change vs previous 13F +210 shares

    3.58% of the 13F portfolio, value $4,589,864.

    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).

  6. period ended2025-03-31
    13F 87,483 shares
    Change vs previous 13F -2,389 shares

    3.61% of the 13F portfolio, value $4,467,758.

    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).

  7. period ended2024-12-31
    13F 89,872 shares
    Change vs previous 13F -4,205 shares

    3.41% of the 13F portfolio, value $4,596,040.

    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).

  8. period ended2024-09-30
    13F 94,077 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $4,972,920.

    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).