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Disclosery

Sanchez Wealth Management Group: SPYV position timeline

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

Sanchez Wealth Management Group held 11,505 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,505 shares
    Change vs previous 13F -2,081 shares

    0.12% of the 13F portfolio, value $699,413.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 13,586 shares
    Change vs previous 13F -578 shares

    0.17% of the 13F portfolio, value $768,698.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 14,164 shares
    Change vs previous 13F -3,439 shares

    0.17% of the 13F portfolio, value $804,632.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 17,603 shares
    Change vs previous 13F -5,291 shares

    0.22% of the 13F portfolio, value $973,963.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 22,894 shares
    Change vs previous 13F -8,828 shares

    0.29% of the 13F portfolio, value $1,198,252.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 31,722 shares
    Change vs previous 13F -8,304 shares

    0.44% of the 13F portfolio, value $1,620,045.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    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 40,026 shares
    Change vs previous 13F +30,517 shares

    0.56% of the 13F portfolio, value $2,046,921.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    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 9,509 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $502,644.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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