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Disclosery

Williams Financial, LLC: SPYV position timeline

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

Williams Financial, LLC held 0 SPYV shares at 2025-12-31 per its 13F-HR filed 2026-02-02.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -353,680 shares

    13F-HR 0001214659-26-001066 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 353,680 shares
    Change vs previous 13F -848 shares

    20.18% of the 13F portfolio, value $19,569,112.

    13F-HR 0001214659-25-015285 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 354,528 shares
    Change vs previous 13F -63,511 shares

    20.23% of the 13F portfolio, value $18,555,980.

    13F-HR 0001214659-25-010315 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 418,039 shares
    Change vs previous 13F -291,311 shares

    14.92% of the 13F portfolio, value $21,349,268.

    13F-HR 0001214659-25-006263 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 709,350 shares
    Change vs previous 13F +6,656 shares

    22.59% of the 13F portfolio, value $36,276,146.

    13F-HR 0001214659-25-001261 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 702,694 shares
    Change vs previous 13F not available

    23.22% of the 13F portfolio, value $37,144,402.

    13F-HR 0001214659-24-017784 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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