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Clear Retirement Advice LLC: SPYG position timeline

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

Clear Retirement Advice LLC held 38,534 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,534 shares
    Change vs previous 13F +909 shares

    3.14% of the 13F portfolio, value $4,585,159.

    13F-HR 0002112984-26-000003 filed by Clear Retirement Advice 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 37,625 shares
    Change vs previous 13F +1,303 shares

    2.89% of the 13F portfolio, value $3,683,869.

    13F-HR 0002112984-26-000002 filed by Clear Retirement Advice 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 36,322 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $3,777,137.

    13F-HR 0002112984-26-000001 filed by Clear Retirement Advice LLC
    Filed (acceptance time not in the bulk data set), ingested

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