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VISION FINANCIAL MARKETS LLC: SPY position timeline

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

VISION FINANCIAL MARKETS LLC held 14,325 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,325 shares
    Change vs previous 13F +100 shares

    9.28% of the 13F portfolio, value $10,695,520.

    13F-HR 0001378145-26-000008 filed by VISION FINANCIAL MARKETS 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 14,225 shares
    Change vs previous 13F +136 shares

    9.03% of the 13F portfolio, value $9,250,508.

    13F-HR 0001378145-26-000007 filed by VISION FINANCIAL MARKETS 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 14,089 shares
    Change vs previous 13F +122 shares

    9.8% of the 13F portfolio, value $9,606,925.

    13F-HR 0001378145-26-000004 filed by VISION FINANCIAL MARKETS 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 13,967 shares
    Change vs previous 13F +17 shares

    7.94% of the 13F portfolio, value $9,303,894.

    13F-HR 0001378145-25-000018 filed by VISION FINANCIAL MARKETS 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 13,950 shares
    Change vs previous 13F +26 shares

    8.12% of the 13F portfolio, value $8,618,402.

    13F-HR 0001378145-25-000013 filed by VISION FINANCIAL MARKETS LLC
    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 13,924 shares
    Change vs previous 13F -454 shares

    8.48% of the 13F portfolio, value $7,788,947.

    13F-HR 0001378145-25-000011 filed by VISION FINANCIAL MARKETS LLC
    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 14,378 shares
    Change vs previous 13F not available

    9.09% of the 13F portfolio, value $8,426,659.

    13F-HR 0001378145-25-000004 filed by VISION FINANCIAL MARKETS LLC
    Filed (acceptance time not in the bulk data set), ingested

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