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Disclosery

VANCE WEALTH, LLC: SPYV position timeline

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

VANCE WEALTH, LLC held 46,829 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,829 shares
    Change vs previous 13F -1,670 shares

    0.64% of the 13F portfolio, value $2,846,735.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 48,499 shares
    Change vs previous 13F -644 shares

    0.79% of the 13F portfolio, value $2,744,074.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, 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/A 49,143 shares
    Change vs previous 13F -1,725 shares

    0.83% of the 13F portfolio, value $2,791,814.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, 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 50,868 shares
    Change vs previous 13F -2,060 shares

    0.87% of the 13F portfolio, value $2,814,526.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, 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 52,928 shares
    Change vs previous 13F -4,614 shares

    0.93% of the 13F portfolio, value $2,770,252.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, 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 57,542 shares
    Change vs previous 13F -4,555 shares

    1.1% of the 13F portfolio, value $2,938,670.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, 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 62,097 shares
    Change vs previous 13F -1,462 shares

    1.23% of the 13F portfolio, value $3,175,641.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, 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 63,559 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $3,359,729.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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