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Disclosery

Sandbox Financial Partners, LLC: SPY position timeline

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

Sandbox Financial Partners, LLC held 27,763 SPY shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 27,763 shares
    Change vs previous 13F +2,215 shares

    5.08% of the 13F portfolio, value $18,055,680.

    13F-HR 0001951757-26-000530 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 25,548 shares
    Change vs previous 13F +1,366 shares

    4.82% of the 13F portfolio, value $17,421,964.

    13F-HR 0001951757-26-000028 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 24,182 shares
    Change vs previous 13F +1,649 shares

    4.61% of the 13F portfolio, value $16,109,398.

    13F-HR 0001951757-25-001157 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 22,533 shares
    Change vs previous 13F +1,945 shares

    4.39% of the 13F portfolio, value $13,922,279.

    13F-HR 0001951757-25-000593 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 20,588 shares
    Change vs previous 13F +383 shares

    4.07% of the 13F portfolio, value $11,516,932.

    13F-HR 0001951757-25-000323 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 20,205 shares
    Change vs previous 13F +2,275 shares

    3.95% of the 13F portfolio, value $11,841,499.

    13F-HR 0001951757-25-000044 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 17,930 shares
    Change vs previous 13F +1,357 shares

    3.64% of the 13F portfolio, value $10,287,622.

    13F-HR 0001951757-24-000975 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 16,573 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $9,019,324.

    13F-HR 0001951757-24-000507 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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