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Disclosery

RTD Financial Advisors, Inc.: SPY position timeline

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

RTD Financial Advisors, Inc. held 3,645 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,645 shares
    Change vs previous 13F -115 shares

    0.3% of the 13F portfolio, value $2,780,032.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,760 shares
    Change vs previous 13F +115 shares

    0.31% of the 13F portfolio, value $2,808,096.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    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 3,645 shares
    Change vs previous 13F +330 shares

    0.29% of the 13F portfolio, value $2,370,699.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,315 shares
    Change vs previous 13F +171 shares

    0.28% of the 13F portfolio, value $2,260,785.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,144 shares
    Change vs previous 13F -139 shares

    0.25% of the 13F portfolio, value $2,094,422.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,283 shares
    Change vs previous 13F +106 shares

    0.26% of the 13F portfolio, value $2,028,357.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    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 3,177 shares
    Change vs previous 13F -180 shares

    0.24% of the 13F portfolio, value $1,777,142.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,357 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,967,429.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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