Seven Springs Wealth Group, LLC: CFA position timeline

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

Seven Springs Wealth Group, LLC held 2,277 CFA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 2,277 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $224,966.
13F-HR 0001172661-26-003050 filed by Seven Springs Wealth Group, LLC
Filed 2026-08-04 (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 2,277 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $208,298.
13F-HR 0001172661-26-001912 filed by Seven Springs Wealth Group, LLC
Filed 2026-05-14 (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 2,277 shares
Change vs previous 13F 0 shares
0.06% of the 13F portfolio, value $207,229.
13F-HR 0001172661-26-000566 filed by Seven Springs Wealth Group, LLC
Filed 2026-02-10 (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 2,277 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $207,162.
13F-HR 0001172661-25-004701 filed by Seven Springs Wealth Group, LLC
Filed 2025-11-12 (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 2,277 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $200,285.
13F-HR 0001172661-25-003231 filed by Seven Springs Wealth Group, LLC
Filed 2025-08-13 (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).