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Disclosery

POTENTIA WEALTH: SPYV position timeline

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

POTENTIA WEALTH held 317,152 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 317,152 shares
    Change vs previous 13F -8,784 shares

    7.89% of the 13F portfolio, value $19,279,664.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 325,936 shares
    Change vs previous 13F -129,225 shares

    7.12% of the 13F portfolio, value $18,441,457.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 455,161 shares
    Change vs previous 13F +13,826 shares

    9.48% of the 13F portfolio, value $25,857,724.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 441,335 shares
    Change vs previous 13F +23,189 shares

    9.32% of the 13F portfolio, value $24,419,067.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 418,146 shares
    Change vs previous 13F +28,900 shares

    12.47% of the 13F portfolio, value $21,885,762.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 389,246 shares
    Change vs previous 13F +9,291 shares

    9.32% of the 13F portfolio, value $19,878,802.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 379,955 shares
    Change vs previous 13F not available

    8.64% of the 13F portfolio, value $19,430,931.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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