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Disclosery

4WEALTH ADVISORS, INC.: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on SPYG, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 7,317 SPYG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,317 shares
    Change vs previous 13F +152 shares

    0.62% of the 13F portfolio, value $901,401.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,165 shares
    Change vs previous 13F -70 shares

    0.65% of the 13F portfolio, value $841,228.

    13F-HR 0001941040-26-000425 filed by 4WEALTH 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 ended2026-03-31
    13F 7,235 shares
    Change vs previous 13F -245 shares

    0.58% of the 13F portfolio, value $680,603.

    13F-HR 0001941040-26-000269 filed by 4WEALTH 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 ended2025-12-31
    13F 7,480 shares
    Change vs previous 13F -41 shares

    0.69% of the 13F portfolio, value $798,070.

    13F-HR 0001941040-26-000036 filed by 4WEALTH 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 ended2025-09-30
    13F 7,521 shares
    Change vs previous 13F -203 shares

    0.73% of the 13F portfolio, value $786,017.

    13F-HR 0001941040-25-000575 filed by 4WEALTH 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 ended2025-06-30
    13F 7,724 shares
    Change vs previous 13F +67 shares

    0.77% of the 13F portfolio, value $736,238.

    13F-HR 0001941040-25-000412 filed by 4WEALTH 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 ended2025-03-31
    13F 7,657 shares
    Change vs previous 13F -543 shares

    0.68% of the 13F portfolio, value $615,370.

    13F-HR 0001941040-25-000258 filed by 4WEALTH 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 ended2024-12-31
    13F 8,200 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $720,743.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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