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CCG WEALTH MANAGEMENT, LLC: SPYM position timeline

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

CCG WEALTH MANAGEMENT, LLC held 647,752 SPYM 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 647,752 shares
    Change vs previous 13F -98,165 shares

    13.21% of the 13F portfolio, value $56,924,472.

    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 745,917 shares
    Change vs previous 13F +118,921 shares

    15.48% of the 13F portfolio, value $57,092,474.

    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 626,996 shares
    Change vs previous 13F +4,851 shares

    21.55% of the 13F portfolio, value $50,297,623.

    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 622,145 shares
    Change vs previous 13F +11,914 shares

    22.97% of the 13F portfolio, value $48,738,858.

    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 610,231 shares
    Change vs previous 13F +13,153 shares

    23.37% of the 13F portfolio, value $44,357,697.

    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 597,078 shares
    Change vs previous 13F -59,843 shares

    23.49% of the 13F portfolio, value $39,263,875.

    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 656,921 shares
    Change vs previous 13F -13,120 shares

    25.22% of the 13F portfolio, value $45,288,167.

    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 670,041 shares
    Change vs previous 13F not available

    25.32% of the 13F portfolio, value $45,234,485.

    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).