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Disclosery

Wrenne Financial Planning LLC: SPYV position timeline

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

Wrenne Financial Planning LLC held 42,016 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,016 shares
    Change vs previous 13F -288 shares

    0.86% of the 13F portfolio, value $2,554,179.

    13F-HR 0001172661-26-002804 filed by Wrenne Financial Planning 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 42,304 shares
    Change vs previous 13F -245 shares

    0.94% of the 13F portfolio, value $2,393,585.

    13F-HR 0001172661-26-002011 filed by Wrenne Financial Planning 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 42,549 shares
    Change vs previous 13F -1,523 shares

    0.98% of the 13F portfolio, value $2,417,233.

    13F-HR 0001172661-26-000586 filed by Wrenne Financial Planning 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 44,072 shares
    Change vs previous 13F -2,470 shares

    1.04% of the 13F portfolio, value $2,438,527.

    13F-HR 0001172661-25-004684 filed by Wrenne Financial Planning 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 46,542 shares
    Change vs previous 13F +2,865 shares

    1.14% of the 13F portfolio, value $2,436,031.

    13F-HR 0001172661-25-003118 filed by Wrenne Financial Planning 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 43,677 shares
    Change vs previous 13F -1,539 shares

    1.19% of the 13F portfolio, value $2,230,585.

    13F-HR 0001172661-25-001738 filed by Wrenne Financial Planning 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 45,216 shares
    Change vs previous 13F -4,223 shares

    1.32% of the 13F portfolio, value $2,312,340.

    13F-HR 0001172661-25-000629 filed by Wrenne Financial Planning LLC
    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 49,439 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,613,324.

    13F-HR 0001172661-24-004540 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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