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Disclosery

Bridgewealth Advisory Group, LLC: SPYG position timeline

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

Bridgewealth Advisory Group, LLC held 144,585 SPYG 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 144,585 shares
    Change vs previous 13F +8,978 shares

    3.25% of the 13F portfolio, value $17,204,129.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory 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 135,607 shares
    Change vs previous 13F +18,078 shares

    2.75% of the 13F portfolio, value $13,277,281.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory 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 117,529 shares
    Change vs previous 13F -1,365 shares

    2.77% of the 13F portfolio, value $12,540,344.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory 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 118,894 shares
    Change vs previous 13F +7,148 shares

    2.88% of the 13F portfolio, value $12,425,612.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory 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 111,746 shares
    Change vs previous 13F +92,949 shares

    2.7% of the 13F portfolio, value $10,651,629.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory 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 18,797 shares
    Change vs previous 13F -85,726 shares

    1.99% of the 13F portfolio, value $1,510,715.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory 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 104,523 shares
    Change vs previous 13F +15,897 shares

    2.72% of the 13F portfolio, value $9,628,659.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory 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 88,626 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $7,350,640.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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