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Seven Springs Wealth Group, LLC: IBDX position timeline

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

Seven Springs Wealth Group, LLC held 1,064,868 IBDX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,064,868 shares
    Change vs previous 13F +3,318 shares

    5.86% of the 13F portfolio, value $26,824,018.

    13F-HR 0001172661-26-003050 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).

  2. period ended2026-03-31
    13F 1,061,550 shares
    Change vs previous 13F +31,635 shares

    6.2% of the 13F portfolio, value $26,825,377.

    13F-HR 0001172661-26-001912 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 ended2025-12-31
    13F 1,029,915 shares
    Change vs previous 13F +155,369 shares

    7.51% of the 13F portfolio, value $26,293,717.

    13F-HR 0001172661-26-000566 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 ended2025-09-30
    13F 874,546 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $22,405,869.

    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).