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Wood Tarver Financial Group, LLC: SPY position timeline

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

Wood Tarver Financial Group, LLC held 5,423 SPY 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 5,423 shares
    Change vs previous 13F +85 shares

    0.96% of the 13F portfolio, value $4,049,000.

    13F-HR 0002059344-26-000003 filed by Wood Tarver Financial Group, 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 5,338 shares
    Change vs previous 13F -214 shares

    0.96% of the 13F portfolio, value $3,471,000.

    13F-HR 0002059344-26-000002 filed by Wood Tarver Financial Group, 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 5,552 shares
    Change vs previous 13F -80 shares

    1.06% of the 13F portfolio, value $3,786,000.

    13F-HR 0002059344-26-000001 filed by Wood Tarver Financial Group, 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 5,632 shares
    Change vs previous 13F -29 shares

    1.11% of the 13F portfolio, value $3,751,000.

    13F-HR 0002059344-25-000005 filed by Wood Tarver Financial Group, 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 5,661 shares
    Change vs previous 13F +336 shares

    1.05% of the 13F portfolio, value $3,497,000.

    13F-HR 0002059344-25-000002 filed by Wood Tarver Financial Group, 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 5,325 shares
    Change vs previous 13F +166 shares

    0.97% of the 13F portfolio, value $2,978,507.

    13F-HR 0001898296-25-000008 filed by Wood Tarver Financial Group, 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 5,159 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $3,023,000.

    13F-HR 0002059344-25-000001 filed by Wood Tarver Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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