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SIMA Wealth Partners, LLC: SPYV position timeline

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

SIMA Wealth Partners, LLC held 106,953 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,953 shares
    Change vs previous 13F +4,262 shares

    4.61% of the 13F portfolio, value $6,501,696.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, 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 102,691 shares
    Change vs previous 13F +1,537 shares

    4.43% of the 13F portfolio, value $5,810,278.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, 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 101,154 shares
    Change vs previous 13F +4,888 shares

    4.37% of the 13F portfolio, value $5,746,584.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, 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 96,266 shares
    Change vs previous 13F +2,239 shares

    4.07% of the 13F portfolio, value $5,326,397.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, 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 94,027 shares
    Change vs previous 13F +15,188 shares

    3.97% of the 13F portfolio, value $4,921,374.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 78,839 shares
    Change vs previous 13F +8,329 shares

    3.34% of the 13F portfolio, value $4,026,309.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 70,510 shares
    Change vs previous 13F -1,967 shares

    3.06% of the 13F portfolio, value $3,605,882.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, 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 72,477 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $3,831,136.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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