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Disclosery

ERn Financial, LLC: SPYG position timeline

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

ERn Financial, LLC held 373,603 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 373,603 shares
    Change vs previous 13F +431 shares

    7.36% of the 13F portfolio, value $44,455,055.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 373,172 shares
    Change vs previous 13F -7,153 shares

    6.87% of the 13F portfolio, value $36,537,222.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 380,325 shares
    Change vs previous 13F -20,875 shares

    7.63% of the 13F portfolio, value $40,580,668.

    13F-HR 0001768302-26-000001 filed by ERn Financial, 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 401,200 shares
    Change vs previous 13F +6,031 shares

    8.28% of the 13F portfolio, value $41,929,388.

    13F-HR 0001768302-25-000007 filed by ERn Financial, 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 395,169 shares
    Change vs previous 13F -11,734 shares

    7.95% of the 13F portfolio, value $37,667,535.

    13F-HR 0001768302-25-000004 filed by ERn Financial, 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 406,903 shares
    Change vs previous 13F -6,837 shares

    5.17% of the 13F portfolio, value $32,702,819.

    13F-HR 0001768302-25-000003 filed by ERn Financial, 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 413,740 shares
    Change vs previous 13F -1,896 shares

    5.46% of the 13F portfolio, value $36,367,757.

    13F-HR 0001768302-25-000001 filed by ERn Financial, 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 415,636 shares
    Change vs previous 13F not available

    5.24% of the 13F portfolio, value $34,472,888.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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