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Disclosery

Seven Springs Wealth Group, LLC: SPDW position timeline

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

Seven Springs Wealth Group, LLC held 175,316 SPDW 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 175,316 shares
    Change vs previous 13F -610 shares

    1.93% of the 13F portfolio, value $8,834,150.

    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 175,926 shares
    Change vs previous 13F -575 shares

    1.86% of the 13F portfolio, value $8,031,001.

    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 176,501 shares
    Change vs previous 13F -537 shares

    2.24% of the 13F portfolio, value $7,838,389.

    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 177,038 shares
    Change vs previous 13F -3,332 shares

    1.83% of the 13F portfolio, value $7,575,436.

    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).

  5. period ended2025-06-30
    13F 180,370 shares
    Change vs previous 13F -660 shares

    1.81% of the 13F portfolio, value $7,303,163.

    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).

  6. period ended2025-03-31
    13F 181,030 shares
    Change vs previous 13F -16,612 shares

    2.35% of the 13F portfolio, value $6,591,285.

    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).

  7. period ended2024-12-31
    13F 197,642 shares
    Change vs previous 13F -29,246 shares

    2.51% of the 13F portfolio, value $6,745,506.

    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).

  8. period ended2024-09-30
    13F 226,888 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $8,521,896.

    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).