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Pure Financial Advisors, LLC: SPY position timeline

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

Pure Financial Advisors, LLC held 1,164,805 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,164,805 shares
    Change vs previous 13F +36,382 shares

    11.07% of the 13F portfolio, value $869,841,653.

    13F-HR 0001571556-26-000005 filed by Pure Financial Advisors, LLC
    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 1,128,423 shares
    Change vs previous 13F +33,307 shares

    10.53% of the 13F portfolio, value $733,858,851.

    13F-HR 0001571556-26-000004 filed by Pure 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 ended2025-12-31
    13F/A 1,095,116 shares
    Change vs previous 13F +60,413 shares

    11.03% of the 13F portfolio, value $746,781,738.

    13F-HR 0001571556-26-000001 filed by Pure 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 ended2025-09-30
    13F 1,034,703 shares
    Change vs previous 13F +57,493 shares

    10.98% of the 13F portfolio, value $689,298,263.

    13F-HR 0001571556-25-000007 filed by Pure 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 ended2025-06-30
    13F 977,210 shares
    Change vs previous 13F +34,889 shares

    10.63% of the 13F portfolio, value $603,769,127.

    13F-HR 0001571556-25-000005 filed by Pure 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 ended2025-03-31
    13F 942,321 shares
    Change vs previous 13F +58,671 shares

    11.02% of the 13F portfolio, value $527,124,817.

    13F-HR 0001571556-25-000003 filed by Pure 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 ended2024-12-31
    13F 883,650 shares
    Change vs previous 13F +91,407 shares

    11.77% of the 13F portfolio, value $517,889,767.

    13F-HR 0001571556-25-000001 filed by Pure 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 ended2024-09-30
    13F 792,243 shares
    Change vs previous 13F not available

    10.91% of the 13F portfolio, value $454,557,054.

    13F-HR 0001571556-24-000006 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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