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1900 WEALTH MANAGEMENT LLC: SPYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on SPYV, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 140,864 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,864 shares
    Change vs previous 13F -622 shares

    0.48% of the 13F portfolio, value $8,563,102.

    13F-HR 0001791996-26-000005 filed by 1900 WEALTH MANAGEMENT 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 141,486 shares
    Change vs previous 13F -5,154 shares

    0.51% of the 13F portfolio, value $8,005,250.

    13F-HR 0001791996-26-000004 filed by 1900 WEALTH MANAGEMENT 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 146,640 shares
    Change vs previous 13F -5,262 shares

    0.53% of the 13F portfolio, value $8,330,592.

    13F-HR 0001791996-26-000001 filed by 1900 WEALTH MANAGEMENT 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 151,902 shares
    Change vs previous 13F -2,085 shares

    0.57% of the 13F portfolio, value $8,404,725.

    13F-HR 0001791996-25-000007 filed by 1900 WEALTH MANAGEMENT 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 153,987 shares
    Change vs previous 13F -208 shares

    0.61% of the 13F portfolio, value $8,059,658.

    13F-HR 0001791996-25-000006 filed by 1900 WEALTH MANAGEMENT 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 154,195 shares
    Change vs previous 13F -3,817 shares

    0.65% of the 13F portfolio, value $7,874,763.

    13F-HR 0001791996-25-000005 filed by 1900 WEALTH MANAGEMENT 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 158,012 shares
    Change vs previous 13F -1,071 shares

    0.68% of the 13F portfolio, value $8,080,748.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    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/A 159,083 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $8,409,142.

    13F-HR/A 0001791996-24-000007 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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