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Disclosery

TRUEFG, LLC: SPXV position timeline

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

TRUEFG, LLC held 11,788 SPXV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,788 shares
    Change vs previous 13F -121 shares

    0.23% of the 13F portfolio, value $968,309.

    13F-HR 0001214659-26-008631 filed by TRUEFG, 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 11,909 shares
    Change vs previous 13F -1,482 shares

    0.22% of the 13F portfolio, value $845,683.

    13F-HR 0001214659-26-004913 filed by TRUEFG, 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 13,391 shares
    Change vs previous 13F +3,508 shares

    0.27% of the 13F portfolio, value $998,701.

    13F-HR 0001214659-26-000715 filed by TRUEFG, 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 9,883 shares
    Change vs previous 13F -582 shares

    0.2% of the 13F portfolio, value $725,103.

    13F-HR 0001214659-25-016013 filed by TRUEFG, 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 10,465 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $709,154.

    13F-HR 0001214659-25-012296 filed by TRUEFG, 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 10,465 shares
    Change vs previous 13F -76 shares

    0.21% of the 13F portfolio, value $628,398.

    13F-HR 0001214659-25-005852 filed by TRUEFG, 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 10,541 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $670,931.

    13F-HR 0001214659-25-000587 filed by TRUEFG, 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 10,541 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $647,110.

    13F-HR 0001214659-24-017666 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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