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Jacksonville Wealth Management, LLC: SPYV position timeline

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

Jacksonville Wealth Management, LLC held 73,834 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,834 shares
    Change vs previous 13F +11,975 shares

    2.54% of the 13F portfolio, value $4,488,344.

    13F-HR 0001420506-26-001391 filed by Jacksonville Wealth Management, 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 61,859 shares
    Change vs previous 13F +15,712 shares

    2.36% of the 13F portfolio, value $3,499,970.

    13F-HR 0001420506-26-000763 filed by Jacksonville Wealth Management, 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 46,147 shares
    Change vs previous 13F +6,185 shares

    1.86% of the 13F portfolio, value $2,621,621.

    13F-HR 0001420506-26-000157 filed by Jacksonville Wealth Management, 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 39,962 shares
    Change vs previous 13F +9,138 shares

    1.62% of the 13F portfolio, value $2,211,109.

    13F-HR 0001420506-25-002975 filed by Jacksonville Wealth Management, 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 30,824 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,613,309.

    13F-HR 0001420506-25-001787 filed by Jacksonville Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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