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Disclosery

TAGStone Capital, Inc.: SPYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TAGStone Capital, Inc. on SPYV, newest first. How the timeline and the estimate are built.

TAGStone Capital, Inc. held 109,108 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,108 shares
    Change vs previous 13F -2,070 shares

    2.11% of the 13F portfolio, value $6,632,679.

    13F-HR 0001903044-26-000003 filed by TAGStone Capital, Inc.
    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 111,178 shares
    Change vs previous 13F -711 shares

    2.22% of the 13F portfolio, value $6,290,458.

    13F-HR 0001903044-26-000002 filed by TAGStone Capital, Inc.
    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 111,889 shares
    Change vs previous 13F +2,017 shares

    2.37% of the 13F portfolio, value $6,356,412.

    13F-HR 0001903044-26-000001 filed by TAGStone Capital, Inc.
    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 109,872 shares
    Change vs previous 13F +2,034 shares

    2.41% of the 13F portfolio, value $6,079,222.

    13F-HR 0001903044-25-000007 filed by TAGStone Capital, Inc.
    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 107,838 shares
    Change vs previous 13F +7,225 shares

    2.37% of the 13F portfolio, value $5,748,822.

    13F-HR 0001903044-25-000006 filed by TAGStone Capital, Inc.
    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 100,613 shares
    Change vs previous 13F +1,588 shares

    2.53% of the 13F portfolio, value $5,138,000.

    13F-HR 0001903044-25-000002 filed by TAGStone Capital, Inc.
    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 99,025 shares
    Change vs previous 13F +930 shares

    2.49% of the 13F portfolio, value $5,064,000.

    13F-HR 0001903044-25-000001 filed by TAGStone Capital, Inc.
    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 98,095 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $5,185,000.

    13F-HR 0001903044-24-000004 filed by TAGStone Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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