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Disclosery

AA Financial Advisors, LLC: SPYV position timeline

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

AA Financial Advisors, LLC held 106,701 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,701 shares
    Change vs previous 13F -1,962 shares

    0.78% of the 13F portfolio, value $6,486,367.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, 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 108,663 shares
    Change vs previous 13F -16,135 shares

    0.87% of the 13F portfolio, value $6,148,172.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, 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 124,798 shares
    Change vs previous 13F -8,810 shares

    1.31% of the 13F portfolio, value $7,089,764.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, 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 133,608 shares
    Change vs previous 13F -1,401 shares

    1.45% of the 13F portfolio, value $7,392,509.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, 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 135,009 shares
    Change vs previous 13F -7,020 shares

    1.52% of the 13F portfolio, value $7,066,379.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, 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 142,029 shares
    Change vs previous 13F -191,197 shares

    1.77% of the 13F portfolio, value $7,253,411.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, 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 333,226 shares
    Change vs previous 13F +40,785 shares

    4.54% of the 13F portfolio, value $17,041,199.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, 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 292,441 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $15,458,455.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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