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Disclosery

MOTIVE WEALTH ADVISORS: SPYV position timeline

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

MOTIVE WEALTH ADVISORS held 73,114 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,114 shares
    Change vs previous 13F -841 shares

    1.83% of the 13F portfolio, value $4,444,600.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 73,955 shares
    Change vs previous 13F -62,240 shares

    1.96% of the 13F portfolio, value $4,184,374.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 136,195 shares
    Change vs previous 13F -1,757 shares

    3.3% of the 13F portfolio, value $7,737,238.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 137,952 shares
    Change vs previous 13F -564 shares

    3.29% of the 13F portfolio, value $7,632,884.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 138,516 shares
    Change vs previous 13F +28,820 shares

    3.3% of the 13F portfolio, value $7,249,927.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 109,696 shares
    Change vs previous 13F +848 shares

    3% of the 13F portfolio, value $5,602,175.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 108,848 shares
    Change vs previous 13F -15,466 shares

    2.99% of the 13F portfolio, value $5,566,487.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 124,314 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $6,059,064.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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