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Disclosery

Solitude Financial Services: SPY position timeline

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

Solitude Financial Services held 1,286 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,286 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $960,405.

    13F-HR 0001839890-26-000004 filed by Solitude Financial Services
    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 1,286 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $900,178.

    13F-HR 0001839890-26-000003 filed by Solitude Financial Services
    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 1,286 shares
    Change vs previous 13F +10 shares

    0.29% of the 13F portfolio, value $877,003.

    13F-HR 0001839890-26-000001 filed by Solitude Financial Services
    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 1,276 shares
    Change vs previous 13F -96,125 shares

    0.29% of the 13F portfolio, value $850,098.

    13F-HR 0001839890-25-000006 filed by Solitude Financial Services
    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 97,401 shares
    Change vs previous 13F +604 shares

    21.8% of the 13F portfolio, value $60,178,987.

    13F-HR 0001839890-25-000005 filed by Solitude Financial Services
    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 96,797 shares
    Change vs previous 13F +35,218 shares

    21.03% of the 13F portfolio, value $54,147,074.

    13F-HR 0001839890-25-000004 filed by Solitude Financial Services
    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 61,579 shares
    Change vs previous 13F -176 shares

    15.8% of the 13F portfolio, value $36,090,011.

    13F-HR 0001839890-25-000001 filed by Solitude Financial Services
    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 61,755 shares
    Change vs previous 13F not available

    15.12% of the 13F portfolio, value $35,432,389.

    13F-HR 0001839890-24-000006 filed by Solitude Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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