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Disclosery

Costello Asset Management, INC: SPYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on SPYV, newest first. How the timeline and the estimate are built.

Costello Asset Management, INC held 16,988 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,988 shares
    Change vs previous 13F +3,050 shares

    0.31% of the 13F portfolio, value $1,032,697.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 13,938 shares
    Change vs previous 13F +7,349 shares

    0.27% of the 13F portfolio, value $788,617.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 6,589 shares
    Change vs previous 13F +2,754 shares

    0.12% of the 13F portfolio, value $374,325.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    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 3,835 shares
    Change vs previous 13F -269 shares

    0.07% of the 13F portfolio, value $212,196.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    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 4,104 shares
    Change vs previous 13F -401 shares

    0.08% of the 13F portfolio, value $214,804.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    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 4,505 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $230,087.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    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 4,503 shares
    Change vs previous 13F -1,589 shares

    0.15% of the 13F portfolio, value $230,265.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    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 6,092 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $322,042.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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