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Verde Capital Management: SPY position timeline

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

Verde Capital Management held 1,080 SPY 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 1,080 shares
    Change vs previous 13F +161 shares

    0.15% of the 13F portfolio, value $806,910.

    13F-HR 0001802891-26-000003 filed by Verde Capital Management
    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 919 shares
    Change vs previous 13F -44 shares

    0.13% of the 13F portfolio, value $598,051.

    13F-HR 0001802891-26-000002 filed by Verde Capital Management
    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 963 shares
    Change vs previous 13F +344 shares

    0.14% of the 13F portfolio, value $656,925.

    13F-HR 0002085853-26-000212 filed by Verde Capital Management
    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 619 shares
    Change vs previous 13F -14 shares

    0.09% of the 13F portfolio, value $412,596.

    13F-HR 0002085853-25-000259 filed by Verde Capital Management
    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 633 shares
    Change vs previous 13F +110 shares

    0.1% of the 13F portfolio, value $391,273.

    13F-HR 0001667731-25-000743 filed by Verde Capital Management
    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 523 shares
    Change vs previous 13F -40 shares

    0.08% of the 13F portfolio, value $292,666.

    13F-HR 0001667731-25-000385 filed by Verde Capital Management
    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 563 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $329,989.

    13F-HR 0001667731-25-000053 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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