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CCG WEALTH MANAGEMENT, LLC: SPYG position timeline

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

CCG WEALTH MANAGEMENT, LLC held 249,942 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 249,942 shares
    Change vs previous 13F -1,863 shares

    6.9% of the 13F portfolio, value $29,740,609.

    13F-HR 0001951757-26-001141 filed by CCG WEALTH MANAGEMENT, 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 251,805 shares
    Change vs previous 13F +33,434 shares

    6.68% of the 13F portfolio, value $24,654,191.

    13F-HR 0001951757-26-000541 filed by CCG WEALTH MANAGEMENT, 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 218,371 shares
    Change vs previous 13F -943 shares

    9.98% of the 13F portfolio, value $23,300,138.

    13F-HR 0001951757-26-000259 filed by CCG WEALTH MANAGEMENT, 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 219,314 shares
    Change vs previous 13F +191 shares

    10.8% of the 13F portfolio, value $22,920,480.

    13F-HR 0001951757-25-001235 filed by CCG WEALTH MANAGEMENT, 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 219,123 shares
    Change vs previous 13F -541 shares

    11.01% of the 13F portfolio, value $20,886,758.

    13F-HR 0001951757-25-000959 filed by CCG WEALTH MANAGEMENT, 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 219,664 shares
    Change vs previous 13F -29,232 shares

    10.56% of the 13F portfolio, value $17,654,415.

    13F-HR 0001951757-25-000400 filed by CCG WEALTH MANAGEMENT, 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 248,896 shares
    Change vs previous 13F -5,598 shares

    12.18% of the 13F portfolio, value $21,877,957.

    13F-HR 0001951757-25-000121 filed by CCG WEALTH MANAGEMENT, 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 254,494 shares
    Change vs previous 13F not available

    11.81% of the 13F portfolio, value $21,107,700.

    13F-HR 0001951757-24-001028 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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