CarsonAllaria Wealth Management, Ltd.: SPYG position timeline

CarsonAllaria Wealth Management, Ltd. held 249,537 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 249,537 shares

   Change vs previous 13F +8,436 shares

   12.87% of the 13F portfolio, value $29,692,411.

   13F-HR 0001900946-26-000004 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 241,101 shares

   Change vs previous 13F +13,807 shares

   11.66% of the 13F portfolio, value $23,606,194.

   13F-HR 0001900946-26-000002 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 227,294 shares

   Change vs previous 13F +4,169 shares

   12.03% of the 13F portfolio, value $24,252,230.

   13F-HR 0001900946-26-000001 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 223,125 shares

   Change vs previous 13F +6,784 shares

   12.13% of the 13F portfolio, value $23,318,771.

   13F-HR 0001900946-25-000006 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 216,341 shares

   Change vs previous 13F +6,458 shares

   11.06% of the 13F portfolio, value $20,621,713.

   13F-HR 0001900946-25-000005 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 209,883 shares

   Change vs previous 13F +4,626 shares

   9.77% of the 13F portfolio, value $16,868,365.

   13F-HR 0001900946-25-000003 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 205,257 shares

   Change vs previous 13F +702 shares

   10.33% of the 13F portfolio, value $18,042,145.

   13F-HR 0001900946-25-000001 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 204,555 shares

   Change vs previous 13F not available

   9.73% of the 13F portfolio, value $16,965,862.

   13F-HR 0001900946-24-000005 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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