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Cardinal Strategic Wealth Guidance: SPYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cardinal Strategic Wealth Guidance on SPYV, newest first. How the timeline and the estimate are built.

Cardinal Strategic Wealth Guidance held 382,298 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 382,298 shares
    Change vs previous 13F +43,981 shares

    5.27% of the 13F portfolio, value $23,239,896.

    13F-HR 0001398344-26-013133 filed by Cardinal Strategic Wealth Guidance
    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 338,317 shares
    Change vs previous 13F +15,851 shares

    5.05% of the 13F portfolio, value $19,141,976.

    13F-HR 0001398344-26-006724 filed by Cardinal Strategic Wealth Guidance
    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 322,466 shares
    Change vs previous 13F +162,944 shares

    4.79% of the 13F portfolio, value $18,319,294.

    13F-HR 0001398344-26-001343 filed by Cardinal Strategic Wealth Guidance
    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 159,522 shares
    Change vs previous 13F +1,293 shares

    2.37% of the 13F portfolio, value $8,826,353.

    13F-HR 0001398344-25-019564 filed by Cardinal Strategic Wealth Guidance
    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 158,229 shares
    Change vs previous 13F +15,800 shares

    2.39% of the 13F portfolio, value $8,281,706.

    13F-HR 0001398344-25-013430 filed by Cardinal Strategic Wealth Guidance
    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 142,429 shares
    Change vs previous 13F +14,214 shares

    2.32% of the 13F portfolio, value $7,273,850.

    13F-HR 0001398344-25-008407 filed by Cardinal Strategic Wealth Guidance
    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 128,215 shares
    Change vs previous 13F +1,716 shares

    2.09% of the 13F portfolio, value $6,556,916.

    13F-HR 0001398344-25-001349 filed by Cardinal Strategic Wealth Guidance
    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 126,499 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $6,686,738.

    13F-HR 0001398344-24-019613 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

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