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Choice Wealth Advisors LLC: SPYG position timeline

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

Choice Wealth Advisors LLC held 230,868 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,868 shares
    Change vs previous 13F -4,809 shares

    9.64% of the 13F portfolio, value $27,471,027.

    13F-HR 0001951757-26-000980 filed by Choice Wealth Advisors 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 235,677 shares
    Change vs previous 13F +5,821 shares

    9.06% of the 13F portfolio, value $23,075,117.

    13F-HR 0001951757-26-000556 filed by Choice Wealth Advisors 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 229,856 shares
    Change vs previous 13F -5,932 shares

    9.7% of the 13F portfolio, value $24,525,660.

    13F-HR 0001951757-26-000035 filed by Choice Wealth Advisors 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 235,788 shares
    Change vs previous 13F -10,791 shares

    10.56% of the 13F portfolio, value $24,642,177.

    13F-HR 0001951757-25-001283 filed by Choice Wealth Advisors 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 246,579 shares
    Change vs previous 13F -5,202 shares

    10.62% of the 13F portfolio, value $23,503,880.

    13F-HR 0001951757-25-000576 filed by Choice Wealth Advisors 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 251,781 shares
    Change vs previous 13F +7,806 shares

    10.55% of the 13F portfolio, value $20,235,614.

    13F-HR 0001951757-25-000287 filed by Choice Wealth Advisors 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 243,975 shares
    Change vs previous 13F +11,018 shares

    10.95% of the 13F portfolio, value $21,445,375.

    13F-HR 0001951757-25-000047 filed by Choice Wealth Advisors 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 232,957 shares
    Change vs previous 13F not available

    9.65% of the 13F portfolio, value $19,321,421.

    13F-HR 0001951757-24-000968 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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