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TOBIAS FINANCIAL ADVISORS, INC.: SPAB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on SPAB, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 4,428,126 SPAB shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 4,428,126 shares
    Change vs previous 13F +249,337 shares

    14.35% of the 13F portfolio, value $113,005,768.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, 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 4,178,789 shares
    Change vs previous 13F +273,801 shares

    14.9% of the 13F portfolio, value $107,060,572.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, 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 3,904,988 shares
    Change vs previous 13F +212,237 shares

    14.21% of the 13F portfolio, value $100,553,443.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, 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 3,692,751 shares
    Change vs previous 13F +212,958 shares

    14.5% of the 13F portfolio, value $95,457,608.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, 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 3,479,793 shares
    Change vs previous 13F +180,678 shares

    15.25% of the 13F portfolio, value $89,082,690.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, 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 3,299,115 shares
    Change vs previous 13F +165,731 shares

    16.37% of the 13F portfolio, value $84,259,406.

    13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL ADVISORS, 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 3,133,384 shares
    Change vs previous 13F -36,800 shares

    15.74% of the 13F portfolio, value $78,303,267.

    13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL ADVISORS, 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 3,170,184 shares
    Change vs previous 13F not available

    16.61% of the 13F portfolio, value $82,868,622.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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