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True Freedom Investing, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Freedom Investing, LLC on SPY, newest first. How the timeline and the estimate are built.

True Freedom Investing, LLC held 31,865 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,865 shares
    Change vs previous 13F -377 shares

    1.62% of the 13F portfolio, value $20,722,985.

    13F-HR 0001104659-26-095030 filed by True Freedom Investing, LLC
    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 32,242 shares
    Change vs previous 13F -23,241 shares

    1.61% of the 13F portfolio, value $20,968,163.

    13F-HR 0001104659-26-059973 filed by True Freedom Investing, LLC
    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 55,483 shares
    Change vs previous 13F +37,172 shares

    2.58% of the 13F portfolio, value $37,834,773.

    13F-HR 0001104659-26-016100 filed by True Freedom Investing, LLC
    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 18,311 shares
    Change vs previous 13F -3,369 shares

    4.36% of the 13F portfolio, value $12,198,546.

    13F-HR 0001104659-25-123672 filed by True Freedom Investing, LLC
    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 21,680 shares
    Change vs previous 13F +4,936 shares

    5.27% of the 13F portfolio, value $13,395,101.

    13F-HR 0001104659-25-123673 filed by True Freedom Investing, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 16,744 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $9,813,374.

    13F-HR 0001104659-25-123675 filed by True Freedom Investing, LLC
    Filed (acceptance time not in the bulk data set), ingested

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