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St. Louis Financial Planners Asset Management, LLC: SPY position timeline

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

St. Louis Financial Planners Asset Management, LLC held 0 SPY shares at 2025-06-30 per its 13F-HR filed 2025-07-09.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -19,786 shares

    13F-HR 0001214659-25-010185 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 19,786 shares
    Change vs previous 13F +1,488 shares

    8.27% of the 13F portfolio, value $11,068,502.

    13F-HR 0001214659-25-005554 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 18,298 shares
    Change vs previous 13F -2,120 shares

    7.75% of the 13F portfolio, value $10,724,670.

    13F-HR 0001214659-25-000553 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 20,418 shares
    Change vs previous 13F not available

    9.29% of the 13F portfolio, value $11,699,499.

    13F-HR 0001214659-24-017297 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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