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Disclosery

Tilson Financial Group, Inc.: SPY position timeline

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

Tilson Financial Group, Inc. held 8,157 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,157 shares
    Change vs previous 13F +147 shares

    1.68% of the 13F portfolio, value $6,091,628.

    13F-HR 0001964820-26-000004 filed by Tilson Financial Group, Inc.
    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 8,010 shares
    Change vs previous 13F -224 shares

    1.56% of the 13F portfolio, value $5,209,128.

    13F-HR 0001964820-26-000003 filed by Tilson Financial Group, Inc.
    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 8,234 shares
    Change vs previous 13F -231 shares

    1.73% of the 13F portfolio, value $5,614,827.

    13F-HR 0001964820-26-000001 filed by Tilson Financial Group, Inc.
    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 8,465 shares
    Change vs previous 13F -234 shares

    1.85% of the 13F portfolio, value $5,639,491.

    13F-HR 0001964820-25-000007 filed by Tilson Financial Group, Inc.
    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 8,699 shares
    Change vs previous 13F -85 shares

    2.03% of the 13F portfolio, value $5,375,000.

    13F-HR 0001964820-25-000005 filed by Tilson Financial Group, Inc.
    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 8,784 shares
    Change vs previous 13F -395 shares

    1.94% of the 13F portfolio, value $4,914,000.

    13F-HR 0001964820-25-000004 filed by Tilson Financial Group, Inc.
    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 9,179 shares
    Change vs previous 13F -954 shares

    2.2% of the 13F portfolio, value $5,380,000.

    13F-HR 0001964820-25-000001 filed by Tilson Financial Group, Inc.
    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/A 10,133 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $5,814,000.

    13F-HR/A 0001964820-24-000006 filed by Tilson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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