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BALANCED WEALTH GROUP LLC: SPYG position timeline

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

BALANCED WEALTH GROUP LLC held 261,997 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,997 shares
    Change vs previous 13F +1,709 shares

    9.82% of the 13F portfolio, value $31,058,482.

    13F-HR 0001951757-26-001197 filed by BALANCED WEALTH 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 260,288 shares
    Change vs previous 13F +4,229 shares

    9.09% of the 13F portfolio, value $25,389,150.

    13F-HR 0001951757-26-000719 filed by BALANCED WEALTH 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 256,059 shares
    Change vs previous 13F +7,984 shares

    9.8% of the 13F portfolio, value $26,770,772.

    13F-HR 0001951757-26-000052 filed by BALANCED WEALTH 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 248,075 shares
    Change vs previous 13F -3,575 shares

    10.24% of the 13F portfolio, value $23,308,746.

    13F-HR 0001951757-25-001205 filed by BALANCED WEALTH 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 251,650 shares
    Change vs previous 13F +10,032 shares

    10.73% of the 13F portfolio, value $24,706,272.

    13F-HR 0001951757-25-001075 filed by BALANCED WEALTH 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 241,618 shares
    Change vs previous 13F -32,857 shares

    9.35% of the 13F portfolio, value $19,340,461.

    13F-HR 0001951757-25-000368 filed by BALANCED WEALTH 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 274,475 shares
    Change vs previous 13F -13,831 shares

    9.66% of the 13F portfolio, value $21,521,136.

    13F-HR 0001951757-25-000219 filed by BALANCED WEALTH GROUP 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 288,306 shares
    Change vs previous 13F not available

    9.26% of the 13F portfolio, value $20,928,357.

    13F-HR 0001951757-24-001131 filed by BALANCED WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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