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Foguth Wealth Management, LLC.: SPY position timeline

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

Foguth Wealth Management, LLC. held 23,195 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,195 shares
    Change vs previous 13F +2,863 shares

    1.96% of the 13F portfolio, value $17,213,045.

    13F-HR 0002016322-26-000007 filed by Foguth Wealth Management, 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 20,332 shares
    Change vs previous 13F -16,633 shares

    1.79% of the 13F portfolio, value $15,380,454.

    13F-HR 0002016322-26-000006 filed by Foguth Wealth Management, 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 36,965 shares
    Change vs previous 13F -5,239 shares

    3.91% of the 13F portfolio, value $25,253,410.

    13F-HR 0002016322-26-000001 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 42,204 shares
    Change vs previous 13F -9,369 shares

    5.58% of the 13F portfolio, value $26,075,876.

    13F-HR 0002016322-25-000008 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 51,573 shares
    Change vs previous 13F +11,861 shares

    7% of the 13F portfolio, value $28,849,619.

    13F-HR 0002016322-25-000006 filed by Foguth Wealth Management, LLC.
    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 39,712 shares
    Change vs previous 13F +9,481 shares

    6.32% of the 13F portfolio, value $24,143,684.

    13F-HR 0002016322-25-000002 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 30,231 shares
    Change vs previous 13F not available

    6.3% of the 13F portfolio, value $17,327,336.

    13F-HR 0002016322-24-000003 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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