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Disclosery

VICUS CAPITAL: SPDW position timeline

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

VICUS CAPITAL held 3,023,569 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,023,569 shares
    Change vs previous 13F +147,407 shares

    9.84% of the 13F portfolio, value $152,357,653.

    13F-HR 0001544806-26-000005 filed by VICUS CAPITAL
    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 2,876,162 shares
    Change vs previous 13F +1,082,267 shares

    9.65% of the 13F portfolio, value $131,296,812.

    13F-HR 0001544806-26-000004 filed by VICUS CAPITAL
    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 1,793,895 shares
    Change vs previous 13F +525,242 shares

    5.98% of the 13F portfolio, value $79,667,459.

    13F-HR 0001544806-26-000001 filed by VICUS CAPITAL
    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 1,268,653 shares
    Change vs previous 13F +1,101,704 shares

    4.15% of the 13F portfolio, value $54,285,681.

    13F-HR 0001544806-25-000008 filed by VICUS CAPITAL
    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 166,949 shares
    Change vs previous 13F +42,934 shares

    0.56% of the 13F portfolio, value $6,759,775.

    13F-HR 0001544806-25-000005 filed by VICUS CAPITAL
    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 124,015 shares
    Change vs previous 13F -11,396 shares

    0.42% of the 13F portfolio, value $4,515,383.

    13F-HR 0001544806-25-000004 filed by VICUS CAPITAL
    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 135,411 shares
    Change vs previous 13F +9,256 shares

    0.41% of the 13F portfolio, value $4,621,657.

    13F-HR 0001544806-25-000003 filed by VICUS CAPITAL
    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 126,155 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,738,371.

    13F-HR 0001544806-24-000005 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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