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Disclosery

BALASA DINVERNO & FOLTZ LLC: SPYG position timeline

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

BALASA DINVERNO & FOLTZ LLC held 39,251 SPYG shares at 2022-09-30 per its 13F-HR filed 2022-10-25.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 39,251 shares
    Change vs previous 13F +7,076 shares

    0.12% of the 13F portfolio, value $1,966,000.

    13F-HR 0001308757-22-000009 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 32,175 shares
    Change vs previous 13F +28,760 shares

    0.11% of the 13F portfolio, value $1,682,000.

    13F-HR 0001308757-22-000008 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 3,415 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $226,000.

    13F-HR 0001308757-22-000003 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

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