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SECURED RETIREMENT ADVISORS, LLC: SPYV position timeline

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

SECURED RETIREMENT ADVISORS, LLC held 45,994 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 45,994 shares
    Change vs previous 13F -5 shares

    1.43% of the 13F portfolio, value $2,795,989.

    13F-HR 0002012356-26-000004 filed by SECURED RETIREMENT ADVISORS, LLC
    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 45,999 shares
    Change vs previous 13F -2,323 shares

    1.47% of the 13F portfolio, value $2,602,618.

    13F-HR 0002012356-26-000003 filed by SECURED RETIREMENT ADVISORS, LLC
    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 48,322 shares
    Change vs previous 13F -4,663 shares

    1.53% of the 13F portfolio, value $2,745,152.

    13F-HR 0002012356-26-000001 filed by SECURED RETIREMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 52,985 shares
    Change vs previous 13F -1,304 shares

    1.64% of the 13F portfolio, value $2,931,673.

    13F-HR 0002012356-25-000003 filed by SECURED RETIREMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 54,289 shares
    Change vs previous 13F +923 shares

    1.69% of the 13F portfolio, value $2,841,486.

    13F-HR 0001085146-25-004057 filed by SECURED RETIREMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 53,366 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $2,725,402.

    13F-HR 0001085146-25-002531 filed by SECURED RETIREMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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