Skip to content
Disclosery

Seros Financial, LLC: SPY position timeline

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

Seros Financial, LLC held 2,056 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,056 shares
    Change vs previous 13F -49 shares

    0.8% of the 13F portfolio, value $1,535,179.

    13F-HR 0001104659-26-095632 filed by Seros Financial, 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 2,105 shares
    Change vs previous 13F -120 shares

    0.87% of the 13F portfolio, value $1,369,068.

    13F-HR 0001104659-26-055527 filed by Seros Financial, 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 2,225 shares
    Change vs previous 13F -2 shares

    0.89% of the 13F portfolio, value $1,517,269.

    13F-HR 0001104659-26-011337 filed by Seros Financial, 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/A 2,227 shares
    Change vs previous 13F -463 shares

    0.9% of the 13F portfolio, value $1,483,765.

    13F-HR/A 0001104659-25-120288 filed by Seros Financial, 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 2,690 shares
    Change vs previous 13F +11 shares

    1.05% of the 13F portfolio, value $1,661,778.

    13F-HR 0001667731-25-000900 filed by Seros Financial, 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 2,679 shares
    Change vs previous 13F -778 shares

    1.12% of the 13F portfolio, value $1,498,606.

    13F-HR 0001667731-25-000445 filed by Seros Financial, 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 3,457 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $1,881,479.

    13F-HR 0001667731-25-000052 filed by Seros Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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