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Disclosery

Seven Springs Wealth Group, LLC: IBDS position timeline

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

Seven Springs Wealth Group, LLC held 0 IBDS shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -808,173 shares

    13F-HR 0001172661-25-004701 filed by Seven Springs Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 808,173 shares
    Change vs previous 13F +75,713 shares

    4.86% of the 13F portfolio, value $19,614,355.

    13F-HR 0001172661-25-003231 filed by Seven Springs Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 732,460 shares
    Change vs previous 13F +71,425 shares

    6.31% of the 13F portfolio, value $17,710,872.

    13F-HR 0001172661-25-001989 filed by Seven Springs Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 661,035 shares
    Change vs previous 13F +54,410 shares

    5.9% of the 13F portfolio, value $15,838,395.

    13F-HR 0001172661-25-001029 filed by Seven Springs Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 606,625 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $14,783,455.

    13F-HR 0001172661-24-004835 filed by Seven Springs Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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