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Disclosery

VICUS CAPITAL: SPYM position timeline

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

VICUS CAPITAL held 2,297,092 SPYM 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 2,297,092 shares
    Change vs previous 13F +34,272 shares

    13.03% of the 13F portfolio, value $201,868,483.

    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 2,262,820 shares
    Change vs previous 13F +451,679 shares

    12.73% of the 13F portfolio, value $173,196,267.

    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 1,811,141 shares
    Change vs previous 13F +392,593 shares

    10.9% of the 13F portfolio, value $145,293,629.

    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 1,418,548 shares
    Change vs previous 13F +1,370,445 shares

    8.49% of the 13F portfolio, value $111,129,013.

    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 48,103 shares
    Change vs previous 13F +322 shares

    0.29% of the 13F portfolio, value $3,496,594.

    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 47,781 shares
    Change vs previous 13F +1,012 shares

    0.29% of the 13F portfolio, value $3,142,107.

    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 46,769 shares
    Change vs previous 13F -830 shares

    0.29% of the 13F portfolio, value $3,224,270.

    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 47,599 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,213,376.

    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).