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Partnership Wealth Management, LLC: SPYV position timeline

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

Partnership Wealth Management, LLC held 49,101 SPYV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 49,101 shares
    Change vs previous 13F -3,540 shares

    2.14% of the 13F portfolio, value $3,001,570.

    13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 52,641 shares
    Change vs previous 13F -2,913 shares

    2.16% of the 13F portfolio, value $3,200,025.

    13F-HR 0002010656-26-000004 filed by Partnership 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 ended2026-03-31
    13F 55,554 shares
    Change vs previous 13F -88,368 shares

    2.4% of the 13F portfolio, value $3,143,220.

    13F-HR 0002010656-26-000003 filed by Partnership 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 ended2025-12-31
    13F 143,922 shares
    Change vs previous 13F +4,380 shares

    5.89% of the 13F portfolio, value $8,176,216.

    13F-HR 0002010656-26-000001 filed by Partnership 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 ended2025-09-30
    13F 139,542 shares
    Change vs previous 13F +635 shares

    5.95% of the 13F portfolio, value $7,720,883.

    13F-HR 0002010656-25-000007 filed by Partnership 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 ended2025-06-30
    13F 138,907 shares
    Change vs previous 13F +1,223 shares

    5.89% of the 13F portfolio, value $7,270,385.

    13F-HR 0002010656-25-000004 filed by Partnership 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 ended2025-03-31
    13F 137,684 shares
    Change vs previous 13F -149 shares

    5.97% of the 13F portfolio, value $7,031,534.

    13F-HR 0002010656-25-000003 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 137,833 shares
    Change vs previous 13F not available

    5.87% of the 13F portfolio, value $7,048,783.

    13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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