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PENOBSCOT WEALTH MANAGEMENT: SPYV position timeline

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

PENOBSCOT WEALTH MANAGEMENT held 76,397 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,397 shares
    Change vs previous 13F -746 shares

    1.24% of the 13F portfolio, value $4,644,148.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH MANAGEMENT
    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 77,143 shares
    Change vs previous 13F +1,799 shares

    1.29% of the 13F portfolio, value $4,364,745.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH MANAGEMENT
    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 75,344 shares
    Change vs previous 13F +1,112 shares

    1.32% of the 13F portfolio, value $4,280,272.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH MANAGEMENT
    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 74,232 shares
    Change vs previous 13F -52,799 shares

    1.32% of the 13F portfolio, value $4,107,248.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH MANAGEMENT
    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 127,031 shares
    Change vs previous 13F +9,349 shares

    2.38% of the 13F portfolio, value $6,648,804.

    13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH MANAGEMENT
    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 117,682 shares
    Change vs previous 13F +15,536 shares

    2.53% of the 13F portfolio, value $6,010,002.

    13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH MANAGEMENT
    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 102,146 shares
    Change vs previous 13F +4,033 shares

    2.41% of the 13F portfolio, value $5,224,000.

    13F-HR 0001875768-25-000002 filed by PENOBSCOT WEALTH MANAGEMENT
    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 98,113 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $5,186,000.

    13F-HR 0001875768-24-000013 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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