Skip to content
Disclosery

Olde Wealth Management, LLC: SPYV position timeline

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

Olde Wealth Management, LLC held 162,652 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,652 shares
    Change vs previous 13F -3,615 shares

    2.8% of the 13F portfolio, value $9,887,000.

    13F-HR 0001840760-26-000003 filed by Olde 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 166,267 shares
    Change vs previous 13F +5,268 shares

    2.98% of the 13F portfolio, value $9,407,000.

    13F-HR 0001840760-26-000002 filed by Olde 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 160,999 shares
    Change vs previous 13F +5,074 shares

    2.81% of the 13F portfolio, value $9,146,000.

    13F-HR 0001840760-26-000001 filed by Olde 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 155,925 shares
    Change vs previous 13F +15,362 shares

    2.7% of the 13F portfolio, value $8,747,000.

    13F-HR 0001840760-25-000005 filed by Olde 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 ended2025-03-31
    13F 140,563 shares
    Change vs previous 13F +12,273 shares

    2.53% of the 13F portfolio, value $7,178,000.

    13F-HR 0001840760-25-000002 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 128,290 shares
    Change vs previous 13F -1,873 shares

    2.34% of the 13F portfolio, value $6,560,000.

    13F-HR 0001898296-25-000002 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 130,163 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $6,880,000.

    13F-HR 0001898131-24-000003 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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