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Disclosery

Annapolis Financial Services, LLC: SPYV position timeline

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

Annapolis Financial Services, LLC held 82,823 SPYV shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 82,823 shares
    Change vs previous 13F -17 shares

    1.3% of the 13F portfolio, value $4,378,035.

    13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, 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 82,840 shares
    Change vs previous 13F -171 shares

    1.31% of the 13F portfolio, value $4,037,621.

    13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, 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 83,011 shares
    Change vs previous 13F +74 shares

    1.37% of the 13F portfolio, value $4,158,850.

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, 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 82,937 shares
    Change vs previous 13F -3,286 shares

    0.97% of the 13F portfolio, value $3,867,361.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 86,223 shares
    Change vs previous 13F -1,289 shares

    1.03% of the 13F portfolio, value $3,557,561.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 87,512 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $3,780,518.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 87,512 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $3,563,488.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 87,512 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $3,403,341.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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