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TPG Financial Advisors, LLC: SPYV position timeline

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

TPG Financial Advisors, LLC held 387,813 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 387,813 shares
    Change vs previous 13F +9,954 shares

    7.04% of the 13F portfolio, value $23,575,129.

    13F-HR 0001706669-26-000008 filed by TPG Financial Advisors, 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 377,859 shares
    Change vs previous 13F -106 shares

    6.95% of the 13F portfolio, value $21,379,241.

    13F-HR 0001706669-26-000006 filed by TPG Financial Advisors, 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 377,965 shares
    Change vs previous 13F +49,373 shares

    7.17% of the 13F portfolio, value $21,472,170.

    13F-HR 0001706669-26-000003 filed by TPG Financial Advisors, 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 328,592 shares
    Change vs previous 13F +3,906 shares

    6.77% of the 13F portfolio, value $18,180,975.

    13F-HR 0001706669-25-000009 filed by TPG Financial Advisors, 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 324,686 shares
    Change vs previous 13F -27,560 shares

    6.8% of the 13F portfolio, value $16,994,046.

    13F-HR 0001706669-25-000007 filed by TPG Financial Advisors, 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 352,246 shares
    Change vs previous 13F -18,495 shares

    7.95% of the 13F portfolio, value $17,989,222.

    13F-HR 0001706669-25-000004 filed by TPG Financial Advisors, 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 370,741 shares
    Change vs previous 13F +19,197 shares

    8.25% of the 13F portfolio, value $18,959,714.

    13F-HR 0001706669-25-000001 filed by TPG Financial Advisors, 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 351,544 shares
    Change vs previous 13F not available

    8.37% of the 13F portfolio, value $18,582,636.

    13F-HR 0001706669-24-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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