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TOBIAS FINANCIAL ADVISORS, INC.: SPYD position timeline

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

TOBIAS FINANCIAL ADVISORS, INC. held 32,479 SPYD 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 32,479 shares
    Change vs previous 13F -547 shares

    0.2% of the 13F portfolio, value $1,549,592.

    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 33,026 shares
    Change vs previous 13F -1,129 shares

    0.21% of the 13F portfolio, value $1,503,353.

    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 34,155 shares
    Change vs previous 13F -890 shares

    0.21% of the 13F portfolio, value $1,477,224.

    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 35,045 shares
    Change vs previous 13F -572 shares

    0.23% of the 13F portfolio, value $1,541,991.

    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 35,617 shares
    Change vs previous 13F -1,248 shares

    0.26% of the 13F portfolio, value $1,511,571.

    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 36,865 shares
    Change vs previous 13F -3,450 shares

    0.32% of the 13F portfolio, value $1,631,639.

    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 40,315 shares
    Change vs previous 13F -1,845 shares

    0.35% of the 13F portfolio, value $1,743,220.

    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 42,160 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,924,621.

    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).