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Disclosery

NorthRock Partners, LLC: SPYV position timeline

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

NorthRock Partners, LLC held 4,889,672 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,889,672 shares
    Change vs previous 13F +303,367 shares

    4.32% of the 13F portfolio, value $297,243,152.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 4,586,305 shares
    Change vs previous 13F +169,114 shares

    4.19% of the 13F portfolio, value $259,493,171.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 4,417,191 shares
    Change vs previous 13F -19,488 shares

    4.24% of the 13F portfolio, value $250,940,649.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 4,436,679 shares
    Change vs previous 13F -188,845 shares

    4.44% of the 13F portfolio, value $245,481,443.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 4,625,524 shares
    Change vs previous 13F +180,503 shares

    6.31% of the 13F portfolio, value $242,099,439.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 4,445,021 shares
    Change vs previous 13F +46,767 shares

    7.63% of the 13F portfolio, value $227,004,353.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 4,398,254 shares
    Change vs previous 13F +71,340 shares

    7.34% of the 13F portfolio, value $224,926,728.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 4,326,914 shares
    Change vs previous 13F not available

    7.53% of the 13F portfolio, value $228,718,354.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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