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Disclosery

Bridgewealth Advisory Group, LLC: SPYV position timeline

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

Bridgewealth Advisory Group, LLC held 28,966 SPYV 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 28,966 shares
    Change vs previous 13F -659 shares

    0.33% of the 13F portfolio, value $1,760,855.

    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 29,625 shares
    Change vs previous 13F +1,820 shares

    0.35% of the 13F portfolio, value $1,676,183.

    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 27,805 shares
    Change vs previous 13F +1,574 shares

    0.35% of the 13F portfolio, value $1,579,582.

    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 26,231 shares
    Change vs previous 13F -2,155 shares

    0.34% of the 13F portfolio, value $1,451,363.

    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 28,386 shares
    Change vs previous 13F -3,153 shares

    0.38% of the 13F portfolio, value $1,485,747.

    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 31,539 shares
    Change vs previous 13F -1,714 shares

    2.12% of the 13F portfolio, value $1,610,680.

    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 33,253 shares
    Change vs previous 13F -10,457 shares

    0.5% of the 13F portfolio, value $1,755,772.

    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 43,710 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,310,508.

    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).