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Disclosery

Zega Financial, LLC: SPY position timeline

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

Zega Financial, LLC held 52,077 SPY shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 52,077 shares
    Change vs previous 13F +6,325 shares

    9.82% of the 13F portfolio, value $29,879,963.

    13F-HR 0001172661-24-004820 filed by Zega Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 45,752 shares
    Change vs previous 13F +3,359 shares

    9% of the 13F portfolio, value $24,899,153.

    13F-HR 0001172661-24-003205 filed by Zega Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 42,393 shares
    Change vs previous 13F +11,304 shares

    9.59% of the 13F portfolio, value $22,174,548.

    13F-HR 0001172661-24-002103 filed by Zega Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 31,089 shares
    Change vs previous 13F not available

    6.16% of the 13F portfolio, value $14,776,852.

    13F-HR 0001172661-24-001055 filed by Zega Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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