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Disclosery

ERn Financial, LLC: SPYV position timeline

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

ERn Financial, LLC held 712,567 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 712,567 shares
    Change vs previous 13F +14,063 shares

    7.17% of the 13F portfolio, value $43,316,959.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 698,504 shares
    Change vs previous 13F +22,241 shares

    7.43% of the 13F portfolio, value $39,521,349.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 676,263 shares
    Change vs previous 13F +31,736 shares

    7.22% of the 13F portfolio, value $38,418,503.

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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 644,527 shares
    Change vs previous 13F +64,828 shares

    7.04% of the 13F portfolio, value $35,661,657.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 579,699 shares
    Change vs previous 13F +22,491 shares

    6.4% of the 13F portfolio, value $30,341,445.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 557,208 shares
    Change vs previous 13F +15,643 shares

    4.5% of the 13F portfolio, value $28,456,597.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 541,565 shares
    Change vs previous 13F +19,312 shares

    4.16% of the 13F portfolio, value $27,695,655.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 522,253 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $27,606,289.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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