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Aventura Private Wealth, LLC: SPYI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aventura Private Wealth, LLC on SPYI, newest first. How the timeline and the estimate are built.

Aventura Private Wealth, LLC held 300,791 SPYI 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 300,791 shares
    Change vs previous 13F +22,613 shares

    4.9% of the 13F portfolio, value $15,968,974.

    13F-HR 0002074418-26-000007 filed by Aventura Private Wealth, 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 278,178 shares
    Change vs previous 13F +37,648 shares

    5.02% of the 13F portfolio, value $13,733,637.

    13F-HR 0002074418-26-000006 filed by Aventura Private Wealth, 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 240,530 shares
    Change vs previous 13F +121,901 shares

    4.54% of the 13F portfolio, value $12,635,053.

    13F-HR 0002074418-26-000001 filed by Aventura Private Wealth, 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 118,629 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $6,204,298.

    13F-HR 0002074418-26-000005 filed by Aventura Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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