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ATTICUS WEALTH MANAGEMENT, LLC: SPYV position timeline

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

ATTICUS WEALTH MANAGEMENT, LLC held 77,884 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,884 shares
    Change vs previous 13F -180,128 shares

    1.13% of the 13F portfolio, value $4,734,553.

    13F-HR 0001800234-26-000003 filed by ATTICUS 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 258,012 shares
    Change vs previous 13F -13,829 shares

    3.96% of the 13F portfolio, value $14,598,303.

    13F-HR 0001800234-26-000002 filed by ATTICUS 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 271,841 shares
    Change vs previous 13F +9,774 shares

    3.81% of the 13F portfolio, value $15,443,281.

    13F-HR 0001800234-26-000001 filed by ATTICUS 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 262,067 shares
    Change vs previous 13F -10,420 shares

    3.66% of the 13F portfolio, value $14,500,147.

    13F-HR 0001800234-25-000004 filed by ATTICUS 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 272,487 shares
    Change vs previous 13F +2,479 shares

    3.85% of the 13F portfolio, value $14,261,974.

    13F-HR 0001085146-25-003716 filed by ATTICUS 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 270,008 shares
    Change vs previous 13F -125,784 shares

    4.5% of the 13F portfolio, value $13,789,312.

    13F-HR 0001085146-25-002231 filed by ATTICUS 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 395,792 shares
    Change vs previous 13F -1,070 shares

    6.29% of the 13F portfolio, value $20,240,815.

    13F-HR 0001085146-25-000396 filed by ATTICUS 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 396,862 shares
    Change vs previous 13F not available

    6.74% of the 13F portfolio, value $20,978,136.

    13F-HR 0001085146-24-004854 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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