Skip to content
Disclosery

Focused Wealth Management, Inc: SPYG position timeline

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

Focused Wealth Management, Inc held 1,531,390 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,531,390 shares
    Change vs previous 13F +28,949 shares

    16.09% of the 13F portfolio, value $182,220,064.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 1,502,441 shares
    Change vs previous 13F +41,640 shares

    15.37% of the 13F portfolio, value $147,103,983.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 1,460,801 shares
    Change vs previous 13F +22,459 shares

    16.55% of the 13F portfolio, value $155,867,422.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    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 1,438,342 shares
    Change vs previous 13F -33,772 shares

    16.26% of the 13F portfolio, value $150,321,120.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 1,472,114 shares
    Change vs previous 13F -273 shares

    17.13% of the 13F portfolio, value $140,321,930.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 1,472,387 shares
    Change vs previous 13F +33,171 shares

    16.1% of the 13F portfolio, value $118,335,717.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 1,439,216 shares
    Change vs previous 13F +14,271 shares

    17.08% of the 13F portfolio, value $126,507,094.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 1,424,945 shares
    Change vs previous 13F not available

    15.9% of the 13F portfolio, value $118,184,916.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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