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WALLER FINANCIAL PLANNING GROUP, INC: SPYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on SPYV, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 613,847 SPYV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 613,847 shares
    Change vs previous 13F +36,059 shares

    7.62% of the 13F portfolio, value $37,524,490.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 577,788 shares
    Change vs previous 13F -18,127 shares

    7.23% of the 13F portfolio, value $35,123,743.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 595,915 shares
    Change vs previous 13F +26,229 shares

    7.44% of the 13F portfolio, value $33,716,869.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 569,686 shares
    Change vs previous 13F +399,501 shares

    7.19% of the 13F portfolio, value $32,363,862.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 170,185 shares
    Change vs previous 13F +3,812 shares

    2.16% of the 13F portfolio, value $9,416,336.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 166,373 shares
    Change vs previous 13F +33,252 shares

    2.1% of the 13F portfolio, value $8,707,963.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 133,121 shares
    Change vs previous 13F -18,010 shares

    1.91% of the 13F portfolio, value $6,798,489.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 151,131 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $7,728,839.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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