Socha Financial Group, LLC: SPY position timeline

Socha Financial Group, LLC held 68,726 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 68,726 shares

   Change vs previous 13F +1,757 shares

   20.87% of the 13F portfolio, value $51,322,640.

   13F-HR 0001967966-26-000003 filed by Socha Financial Group, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 66,969 shares

   Change vs previous 13F +2,464 shares

   22.09% of the 13F portfolio, value $43,552,676.

   13F-HR 0001967966-26-000002 filed by Socha Financial Group, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 64,505 shares

   Change vs previous 13F -36,678 shares

   21.46% of the 13F portfolio, value $43,987,250.

   13F-HR 0001967966-26-000001 filed by Socha Financial Group, LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 101,183 shares

   Change vs previous 13F -1,983 shares

   28.47% of the 13F portfolio, value $67,406,091.

   13F-HR 0001967966-25-000006 filed by Socha Financial Group, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 103,166 shares

   Change vs previous 13F not available

   28.38% of the 13F portfolio, value $63,741,113.

   13F-HR 0001967966-25-000004 filed by Socha Financial Group, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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