Richard W. Paul & Associates, LLC: SPYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard W. Paul & Associates, LLC on SPYV, newest first. How the timeline and the estimate are built.

Richard W. Paul & Associates, LLC held 6,228 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 6,228 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $378,600.
13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,228 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $352,380.
13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,228 shares
Change vs previous 13F -208 shares
0.12% of the 13F portfolio, value $353,813.
13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, LLC
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,436 shares
Change vs previous 13F -354 shares
0.12% of the 13F portfolio, value $356,104.
13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,790 shares
Change vs previous 13F +47 shares
0.13% of the 13F portfolio, value $355,389.
13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 6,743 shares
Change vs previous 13F -242 shares
0.14% of the 13F portfolio, value $344,365.
13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, LLC
Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 6,985 shares
Change vs previous 13F +429 shares
0.13% of the 13F portfolio, value $357,213.
13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, LLC
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,556 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $346,550.
13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).