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Disclosery

Pathway Financial Advisors LLC: SPY position timeline

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

Pathway Financial Advisors LLC held 22,700 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,700 shares
    Change vs previous 13F -71 shares

    1.91% of the 13F portfolio, value $17,312,019.

    13F-HR 0001738828-26-000008 filed by Pathway Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,771 shares
    Change vs previous 13F -1,196 shares

    1.98% of the 13F portfolio, value $16,959,385.

    13F-HR 0001738828-26-000006 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 23,967 shares
    Change vs previous 13F -86 shares

    1.94% of the 13F portfolio, value $15,718,278.

    13F-HR 0001738828-26-000005 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 24,053 shares
    Change vs previous 13F -342 shares

    2.09% of the 13F portfolio, value $16,640,106.

    13F-HR 0001738828-26-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 24,395 shares
    Change vs previous 13F +36 shares

    2.17% of the 13F portfolio, value $16,251,461.

    13F-HR 0001738828-25-000009 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,359 shares
    Change vs previous 13F +92 shares

    2.2% of the 13F portfolio, value $15,050,208.

    13F-HR 0001738828-25-000006 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 24,267 shares
    Change vs previous 13F +1 shares

    2.45% of the 13F portfolio, value $13,574,717.

    13F-HR 0001738828-25-000003 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,266 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $14,221,817.

    13F-HR 0001738828-25-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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