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Disclosery

SFM, LLC: SPY position timeline

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

SFM, LLC held 1,401 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,401 shares
    Change vs previous 13F +3 shares

    0.54% of the 13F portfolio, value $1,046,019.

    13F-HR 0002064225-26-000004 filed by SFM, 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 1,398 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $909,423.

    13F-HR 0002064225-26-000002 filed by SFM, 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 1,398 shares
    Change vs previous 13F +6 shares

    0.56% of the 13F portfolio, value $953,317.

    13F-HR 0002064225-26-000001 filed by SFM, 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 1,392 shares
    Change vs previous 13F +1 shares

    0.54% of the 13F portfolio, value $927,031.

    13F-HR 0002064225-25-000001 filed by SFM, 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 1,391 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $859,556.

    13F-HR 0001085146-25-003911 filed by SFM, 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 1,391 shares
    Change vs previous 13F +2 shares

    0.57% of the 13F portfolio, value $778,002.

    13F-HR 0001085146-25-002154 filed by SFM, 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 1,389 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $814,294.

    13F-HR 0001085146-25-002153 filed by SFM, 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 1,389 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $796,953.

    13F-HR 0001085146-25-002152 filed by SFM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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