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WealthTrak Capital Management LLC: SPYV position timeline

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

WealthTrak Capital Management LLC held 85,523 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,523 shares
    Change vs previous 13F +31,728 shares

    3.42% of the 13F portfolio, value $5,198,943.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital Management LLC
    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 53,795 shares
    Change vs previous 13F -16,254 shares

    2.17% of the 13F portfolio, value $3,043,721.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital Management LLC
    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 70,049 shares
    Change vs previous 13F +27,626 shares

    2.85% of the 13F portfolio, value $3,979,484.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital Management LLC
    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 42,423 shares
    Change vs previous 13F +2,108 shares

    1.93% of the 13F portfolio, value $2,347,265.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital Management LLC
    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 40,315 shares
    Change vs previous 13F -27,057 shares

    1.76% of the 13F portfolio, value $2,110,088.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital Management LLC
    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 67,372 shares
    Change vs previous 13F +15,332 shares

    2.97% of the 13F portfolio, value $3,440,689.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital Management LLC
    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 52,040 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $2,661,326.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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