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Foguth Wealth Management, LLC.: SPYI position timeline

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

Foguth Wealth Management, LLC. held 1,010,999 SPYI 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 1,010,999 shares
    Change vs previous 13F -203,308 shares

    6.1% of the 13F portfolio, value $53,593,060.

    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 1,214,307 shares
    Change vs previous 13F +1,096,123 shares

    7.63% of the 13F portfolio, value $65,439,016.

    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 118,184 shares
    Change vs previous 13F +112,546 shares

    0.96% of the 13F portfolio, value $6,215,290.

    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 5,638 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $283,704.

    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).