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Disclosery

Partners in Financial Planning: SPYV position timeline

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

Partners in Financial Planning held 70,630 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,630 shares
    Change vs previous 13F +472 shares

    0.65% of the 13F portfolio, value $4,293,602.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 70,158 shares
    Change vs previous 13F +193 shares

    0.66% of the 13F portfolio, value $3,969,512.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 69,965 shares
    Change vs previous 13F -8,185 shares

    0.67% of the 13F portfolio, value $3,974,737.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 78,150 shares
    Change vs previous 13F +302 shares

    0.75% of the 13F portfolio, value $4,324,043.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 77,848 shares
    Change vs previous 13F +30,605 shares

    0.75% of the 13F portfolio, value $4,074,573.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 47,243 shares
    Change vs previous 13F +127 shares

    0.48% of the 13F portfolio, value $2,412,677.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 47,116 shares
    Change vs previous 13F -13,346 shares

    0.49% of the 13F portfolio, value $2,409,519.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 60,462 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,196,045.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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