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Disclosery

Royal Fund Management, LLC: SPY position timeline

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

Royal Fund Management, LLC held 30,509 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,509 shares
    Change vs previous 13F +21,035 shares

    1.9% of the 13F portfolio, value $22,783,239.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, 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 9,474 shares
    Change vs previous 13F -21,649 shares

    0.59% of the 13F portfolio, value $6,173,838.

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, 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 31,123 shares
    Change vs previous 13F +4,735 shares

    1.95% of the 13F portfolio, value $21,236,426.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, 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 26,388 shares
    Change vs previous 13F -15,612 shares

    2.12% of the 13F portfolio, value $17,587,168.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, 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 42,000 shares
    Change vs previous 13F +38,096 shares

    2.77% of the 13F portfolio, value $25,954,130.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, 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 3,904 shares
    Change vs previous 13F -36,379 shares

    0.26% of the 13F portfolio, value $2,186,428.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, 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 40,283 shares
    Change vs previous 13F -5,877 shares

    2.56% of the 13F portfolio, value $23,611,275.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 46,160 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $26,487,476.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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