Skip to content
Disclosery

Laurel Wealth Planning LLC: SPYV position timeline

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

Laurel Wealth Planning LLC held 128,282 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 128,282 shares
    Change vs previous 13F -3,073 shares

    3.45% of the 13F portfolio, value $7,798,263.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 131,355 shares
    Change vs previous 13F -31,940 shares

    3.92% of the 13F portfolio, value $7,432,066.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 163,295 shares
    Change vs previous 13F +4,382 shares

    5.14% of the 13F portfolio, value $9,276,789.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 158,913 shares
    Change vs previous 13F +2,263 shares

    4.65% of the 13F portfolio, value $8,792,657.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 156,650 shares
    Change vs previous 13F +5,396 shares

    4.66% of the 13F portfolio, value $8,199,061.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 151,254 shares
    Change vs previous 13F +11,377 shares

    5.13% of the 13F portfolio, value $7,724,542.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning 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 139,877 shares
    Change vs previous 13F +4,025 shares

    4.61% of the 13F portfolio, value $7,153,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning 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 135,852 shares
    Change vs previous 13F not available

    4.69% of the 13F portfolio, value $7,181,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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