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Disclosery

Vericrest Private Wealth: SPY position timeline

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

Vericrest Private Wealth held 4,461 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,461 shares
    Change vs previous 13F -644 shares

    2.96% of the 13F portfolio, value $3,331,036.

    13F-HR 0001912300-26-000005 filed by Vericrest Private Wealth
    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 5,105 shares
    Change vs previous 13F -66 shares

    2.98% of the 13F portfolio, value $3,319,720.

    13F-HR 0001912300-26-000004 filed by Vericrest Private Wealth
    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 5,171 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $3,526,397.

    13F-HR 0001912300-26-000003 filed by Vericrest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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