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Disclosery

Seven Springs Wealth Group, LLC: ISTB position timeline

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

Seven Springs Wealth Group, LLC held 1,144,207 ISTB 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 1,144,207 shares
    Change vs previous 13F -212,159 shares

    12.05% of the 13F portfolio, value $55,207,974.

    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 1,356,366 shares
    Change vs previous 13F not available

    15.2% of the 13F portfolio, value $65,729,496.

    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).