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Wells Financial Advisors INC: SPYV position timeline

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

Wells Financial Advisors INC held 19,442 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,442 shares
    Change vs previous 13F -83 shares

    10.97% of the 13F portfolio, value $1,181,879.

    13F-HR 0001844454-26-000004 filed by Wells Financial Advisors INC
    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 19,525 shares
    Change vs previous 13F -9,530 shares

    5.03% of the 13F portfolio, value $1,104,725.

    13F-HR 0001844454-26-000003 filed by Wells Financial Advisors INC
    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 29,055 shares
    Change vs previous 13F -12,790 shares

    3.14% of the 13F portfolio, value $1,650,615.

    13F-HR 0001844454-26-000001 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 41,845 shares
    Change vs previous 13F -1,885 shares

    3.1% of the 13F portfolio, value $2,315,284.

    13F-HR 0001844454-25-000007 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 43,730 shares
    Change vs previous 13F -1,255 shares

    3.15% of the 13F portfolio, value $2,288,828.

    13F-HR 0001844454-25-000005 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 44,985 shares
    Change vs previous 13F -400 shares

    3.17% of the 13F portfolio, value $2,297,384.

    13F-HR 0001844454-25-000004 filed by Wells Financial Advisors INC
    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 45,385 shares
    Change vs previous 13F -12,131 shares

    3.16% of the 13F portfolio, value $2,320,989.

    13F-HR 0001844454-25-000002 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 57,516 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $3,040,296.

    13F-HR 0001844454-24-000006 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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