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Willis Johnson & Associates, Inc.: SPYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Willis Johnson & Associates, Inc. on SPYV, newest first. How the timeline and the estimate are built.

Willis Johnson & Associates, Inc. held 6,252,618 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,252,618 shares
    Change vs previous 13F +185,288 shares

    21.17% of the 13F portfolio, value $380,096,664.

    13F-HR 0001853239-26-000004 filed by Willis Johnson & Associates, 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 6,067,330 shares
    Change vs previous 13F +268,484 shares

    20.02% of the 13F portfolio, value $343,289,515.

    13F-HR 0001853239-26-000003 filed by Willis Johnson & Associates, 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 5,798,846 shares
    Change vs previous 13F +579,899 shares

    20.32% of the 13F portfolio, value $329,432,461.

    13F-HR 0001853239-26-000002 filed by Willis Johnson & Associates, 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 5,218,947 shares
    Change vs previous 13F +826,017 shares

    17.89% of the 13F portfolio, value $288,764,349.

    13F-HR 0001853239-25-000004 filed by Willis Johnson & Associates, 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 4,392,930 shares
    Change vs previous 13F +259,579 shares

    15.63% of the 13F portfolio, value $229,925,960.

    13F-HR 0001085146-25-004993 filed by Willis Johnson & Associates, 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 4,133,351 shares
    Change vs previous 13F +78,946 shares

    15.98% of the 13F portfolio, value $211,090,249.

    13F-HR 0001085146-25-003176 filed by Willis Johnson & Associates, 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 4,054,405 shares
    Change vs previous 13F +109,565 shares

    15.93% of the 13F portfolio, value $207,342,266.

    13F-HR 0001085146-25-001471 filed by Willis Johnson & Associates, 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 3,944,840 shares
    Change vs previous 13F not available

    15.84% of the 13F portfolio, value $208,524,260.

    13F-HR 0001853239-24-000007 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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