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Disclosery

FCG Investment Co: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FCG Investment Co on SPY, newest first. How the timeline and the estimate are built.

FCG Investment Co held 6,004 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,004 shares
    Change vs previous 13F -16,483 shares

    1.51% of the 13F portfolio, value $4,579,029.

    13F-HR 0002085853-26-001147 filed by FCG Investment Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,487 shares
    Change vs previous 13F -12,796 shares

    5.81% of the 13F portfolio, value $16,792,617.

    13F-HR 0002085853-26-000703 filed by FCG Investment Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 35,283 shares
    Change vs previous 13F +4,673 shares

    10.06% of the 13F portfolio, value $22,945,946.

    13F-HR 0002085853-26-000312 filed by FCG Investment Co
    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 30,610 shares
    Change vs previous 13F -3,468 shares

    9.55% of the 13F portfolio, value $20,391,770.

    13F-HR 0002085853-25-000033 filed by FCG Investment Co
    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 34,078 shares
    Change vs previous 13F +33,400 shares

    10.99% of the 13F portfolio, value $21,055,092.

    13F-HR 0001667731-25-000847 filed by FCG Investment Co
    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 678 shares
    Change vs previous 13F -17,777 shares

    0.24% of the 13F portfolio, value $379,266.

    13F-HR 0001667731-25-000624 filed by FCG Investment Co
    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 18,455 shares
    Change vs previous 13F not available

    6.58% of the 13F portfolio, value $10,816,106.

    13F-HR 0001667731-25-000044 filed by FCG Investment Co
    Filed (acceptance time not in the bulk data set), ingested

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