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AGH Wealth Advisors, LLC: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AGH Wealth Advisors, LLC on SPYG, newest first. How the timeline and the estimate are built.

AGH Wealth Advisors, LLC held 43,165 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,165 shares
    Change vs previous 13F +1,479 shares

    3.24% of the 13F portfolio, value $5,138,010.

    13F-HR 0002061010-26-000003 filed by AGH Wealth Advisors, 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 41,686 shares
    Change vs previous 13F +1,107 shares

    3% of the 13F portfolio, value $4,082,731.

    13F-HR 0002061010-26-000002 filed by AGH Wealth Advisors, 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 40,579 shares
    Change vs previous 13F +324 shares

    3.25% of the 13F portfolio, value $4,331,268.

    13F-HR 0002061010-26-000001 filed by AGH Wealth Advisors, 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 40,255 shares
    Change vs previous 13F -213 shares

    3.09% of the 13F portfolio, value $4,208,560.

    13F-HR 0002061010-25-000002 filed by AGH Wealth Advisors, 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 40,468 shares
    Change vs previous 13F -1,047 shares

    3.18% of the 13F portfolio, value $3,859,020.

    13F-HR 0001085146-25-004521 filed by AGH Wealth Advisors, 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 41,515 shares
    Change vs previous 13F +1,465 shares

    3.22% of the 13F portfolio, value $3,337,921.

    13F-HR 0001085146-25-002056 filed by AGH Wealth Advisors, 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 40,050 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $3,520,429.

    13F-HR 0001085146-25-001890 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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