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Advisory Alpha, LLC: SPYV position timeline

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

Advisory Alpha, LLC held 4,938,446 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,938,446 shares
    Change vs previous 13F -6,826 shares

    7.36% of the 13F portfolio, value $300,210,804.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 4,945,272 shares
    Change vs previous 13F -696,576 shares

    7.65% of the 13F portfolio, value $279,805,953.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 5,641,848 shares
    Change vs previous 13F +33,649 shares

    8.73% of the 13F portfolio, value $320,516,074.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 5,608,199 shares
    Change vs previous 13F +394,409 shares

    8.67% of the 13F portfolio, value $311,127,191.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 5,213,790 shares
    Change vs previous 13F +189,720 shares

    8.5% of the 13F portfolio, value $272,889,884.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 5,024,070 shares
    Change vs previous 13F +437,206 shares

    8.7% of the 13F portfolio, value $255,916,663.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 4,586,864 shares
    Change vs previous 13F -87,485 shares

    8.35% of the 13F portfolio, value $234,575,857.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 4,674,349 shares
    Change vs previous 13F not available

    8.78% of the 13F portfolio, value $247,090,274.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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