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Disclosery

FCG Investment Co: SPYV position timeline

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

FCG Investment Co held 39,602 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,602 shares
    Change vs previous 13F -489 shares

    0.83% of the 13F portfolio, value $2,407,411.

    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).

  2. period ended2026-03-31
    13F 40,091 shares
    Change vs previous 13F -3,020 shares

    0.99% of the 13F portfolio, value $2,268,336.

    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).

  3. period ended2025-09-30
    13F 43,111 shares
    Change vs previous 13F +3,527 shares

    1.12% of the 13F portfolio, value $2,385,306.

    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).

  4. period ended2025-06-30
    13F 39,584 shares
    Change vs previous 13F +2,188 shares

    1.08% of the 13F portfolio, value $2,071,826.

    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).

  5. period ended2025-03-31
    13F 37,396 shares
    Change vs previous 13F +4,656 shares

    1.2% of the 13F portfolio, value $1,909,793.

    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).

  6. period ended2024-12-31
    13F 32,740 shares
    Change vs previous 13F +2,558 shares

    1.02% of the 13F portfolio, value $1,674,303.

    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).

  7. period ended2024-09-30
    13F 30,182 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,595,406.

    13F-HR 0002011697-24-000004 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).