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Disclosery

FWG Investments, LLC.: SPYV position timeline

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

FWG Investments, LLC. held 7,302 SPYV 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 7,302 shares
    Change vs previous 13F +470 shares

    0.23% of the 13F portfolio, value $443,895.

    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 6,832 shares
    Change vs previous 13F -631 shares

    0.25% of the 13F portfolio, value $386,553.

    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 7,463 shares
    Change vs previous 13F +10 shares

    0.27% of the 13F portfolio, value $423,964.

    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 7,453 shares
    Change vs previous 13F +34 shares

    0.28% of the 13F portfolio, value $412,376.

    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 7,419 shares
    Change vs previous 13F +7,419 shares

    0.3% of the 13F portfolio, value $388,286.

    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 0 shares
    Change vs previous 13F -7,357 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 7,357 shares
    Change vs previous 13F +50 shares

    0.29% of the 13F portfolio, value $376,220.

    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 7,307 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $386,264.

    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).