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Choice Wealth Advisors LLC: SPYV position timeline

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

Choice Wealth Advisors LLC held 544,554 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 544,554 shares
    Change vs previous 13F +1,831 shares

    11.62% of the 13F portfolio, value $33,103,444.

    13F-HR 0001951757-26-000980 filed by Choice Wealth Advisors 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 542,723 shares
    Change vs previous 13F +8,289 shares

    12.05% of the 13F portfolio, value $30,707,247.

    13F-HR 0001951757-26-000556 filed by Choice Wealth Advisors 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 534,434 shares
    Change vs previous 13F -1,966 shares

    12% of the 13F portfolio, value $30,361,211.

    13F-HR 0001951757-26-000035 filed by Choice Wealth Advisors 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 536,400 shares
    Change vs previous 13F -2,290 shares

    12.72% of the 13F portfolio, value $29,679,012.

    13F-HR 0001951757-25-001283 filed by Choice Wealth Advisors 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 538,690 shares
    Change vs previous 13F +3,204 shares

    12.74% of the 13F portfolio, value $28,195,044.

    13F-HR 0001951757-25-000576 filed by Choice Wealth Advisors 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 535,486 shares
    Change vs previous 13F +2,113 shares

    14.25% of the 13F portfolio, value $27,347,266.

    13F-HR 0001951757-25-000287 filed by Choice Wealth Advisors 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 533,373 shares
    Change vs previous 13F +7,255 shares

    13.93% of the 13F portfolio, value $27,276,692.

    13F-HR 0001951757-25-000047 filed by Choice Wealth Advisors 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 526,118 shares
    Change vs previous 13F not available

    13.9% of the 13F portfolio, value $27,810,600.

    13F-HR 0001951757-24-000968 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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