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Morrissey Wealth Management, LLC: SPYV position timeline

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

Morrissey Wealth Management, LLC held 288,113 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 288,113 shares
    Change vs previous 13F not available

    11.14% of the 13F portfolio, value $17,713,159.

    13F-HR 0001867057-26-000003 filed by Morrissey Wealth Management, LLC
    Accepted , ingested