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Disclosery

FWG Investments, LLC.: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FWG Investments, LLC. on SPYM, newest first. How the timeline and the estimate are built.

FWG Investments, LLC. held 70,678 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,678 shares
    Change vs previous 13F +40,706 shares

    3.29% of the 13F portfolio, value $6,211,184.

    13F-HR 0001944877-26-000003 filed by FWG Investments, 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 29,972 shares
    Change vs previous 13F +8,533 shares

    1.46% of the 13F portfolio, value $2,294,043.

    13F-HR 0001944877-26-000002 filed by FWG Investments, 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 21,439 shares
    Change vs previous 13F +1,217 shares

    1.1% of the 13F portfolio, value $1,719,836.

    13F-HR 0001944877-26-000001 filed by FWG Investments, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 20,222 shares
    Change vs previous 13F -5,862 shares

    1.09% of the 13F portfolio, value $1,584,171.

    13F-HR 0001944877-25-000014 filed by FWG Investments, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 26,084 shares
    Change vs previous 13F -4,261 shares

    1.44% of the 13F portfolio, value $1,896,019.

    13F-HR 0001944877-25-000011 filed by FWG Investments, LLC.
    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 30,345 shares
    Change vs previous 13F -15,424 shares

    2.34% of the 13F portfolio, value $1,995,477.

    13F-HR 0001944877-25-000009 filed by FWG Investments, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 45,769 shares
    Change vs previous 13F +866 shares

    2.45% of the 13F portfolio, value $3,155,300.

    13F-HR 0001944877-25-000008 filed by FWG Investments, LLC.
    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/A 44,903 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $3,031,404.

    13F-HR/A 0001944877-25-000004 filed by FWG Investments, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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